Heath Behncke, our Managing Director and Portfolio Manager spoke to the The Australian Financial Review in the feature “Bitcoin crumbles as states intensify assault”, 23rd June, 2021. Below is an extract, the full article can be accessed here. A renewed crackdown on cryptocurrency mining in China and Iran has rattled the price of bitcoin, pushing it […]
In the last decade we have experienced a decline in capital growth from many things that used to provide good returns, such as real estate, mining and banking.
In 2020, the world accelerated its move online in just a few short weeks.
Today we now depend on many platforms and technology enabled companies, known as the ‘Mega Caps’, like Amazon, Alibaba and Google.
Tomorrow the emerging Mega Caps are set to innovate at scale, like Afterpay, Roku and Tesla.
Innovations, like Bitcoin, re-engineer the technologies of today and tomorrow for the Future.
But we aren’t benefiting from their success if we aren’t investing in them.