Chris Adams provides an update ahead of the February reporting season, highlighting the fund’s strong positioning. The strategy remains “all-weather,” ensuring stability across market cycles. The fund remains overweight in mining services, with positive outlooks on commodities like copper and gold. Financial holdings, including Pinnacle and Netwealth, have performed well, while tech and healthcare positions have been adjusted to market weight. The portfolio is underweight in staples, energy, and discretionary retail but may shift if rate cuts occur. Performance has been strong, with January exceeding market growth, and the fund ranks among the top performers in its peer group.
This post has been prepared by Infinity Capital Solutions Pty Ltd (ABN 41 621 447 345) (AFSL Number 515762) (ICS). By reading or otherwise attending this presentation, you (the reader, recipient, or attendee) agree to be bound to the below terms and conditions.
This post and any supporting materials may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we may have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement and/or Target Market Determination before making any decision to purchase that financial product. The material in this post is correct and complete as of the date it was posted. Infinity is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained within this post.
