Cannae Capital Partners

If you would like the Cannae Quarterly Critique to be emailed to you each quarter, please send an email to the email link below and you will be added to our email list.   quarterly@cannae.com.au

December 2009

"Recently I have bought a few Christmas gifts online - and several items as Christmas gifts to myself in the same way.  It’s not purely because I am following the herd into ..."

September 2009

"The role of economists is to make weather forecasters look good. Economic forecasts are often akin to declaring ..."

June 2009

"Markets for a wide range of assets have risen in the past quarter.  US leaders such as Obama and Bernanke have coined the phrase ‘green shoots’ to convey a view to the public that government stimulus is positioning economies around the world for recovery.  Of course, people in government are .... "

March 2009

"As I write some of my collected thoughts the markets are rebounding strongly.  Despite, and undoubtedly, owing to, quite widespread scepticism, the rally has powered along, almost without pause.  As usual people who cling to .... "

December 2008

"In the financial markets, who can one believe?  I put it to my readers that much of the advice you receive is close to worthless.

At the beginning of 2008 the credit crunch was .... "

September 2008

" At the beginning of the September quarter I imagine few would have thought that the world’s troubles would increase so markedly in three months, volatility would soar and financial markets would seem so grim.  Surely things cannot ... "

June 2008

"Is the oil price a speculative bubble or is it driven by emerging market demand for energy coupled with supply constraints resulting from years of underinvestment?  The latter argument certainly has its merits, but remember ..."

March 2008

This is the first of our letters to our investors on our view on financial markets in general.  While we are first and foremost stockpickers, it is impossible not to consider the environment in which we operate and the trends that are taking hold in the world as well as Australasia.

"I’m angry, as Dave Hughes used to say on The Glasshouse, thought to have been axed by the ABC for perceived bias against John Howard’s government.  I’m angry because .... "

December 2008 - Cannae Australian Share Fund

December 2008 - Cannae High Conviction Fund

November 2008 - Cannae Australian Share Fund

November 2008 - Cannae High Conviction Fund

October 2008 - Cannae Australian Share Fund

October 2008 - Cannae High Conviction Fund

September 2008 - Cannae Australian Share Fund

September 2008 - Cannae High Conviction Fund