Kaizen Global Investments

05/09/2016

Read Connor Grindlay's fascinating interview with Will Thorndike - author of 'The Outsiders' and private equity managing director of Housatonic Partners.
http://www.kaizenglobalinvestments.com/single-post/2016/09/05/Kaizen-interviews-Will-Thorndike

30/07/2015

http://www.businessinsider.com.au/heres-why-this-analyst-thinks-the-aussie-dollar-can-be-dragged-to-50-cents-2015-7

Never say never.

03/07/2015

An excerpt from the SMH article 'Most important charts to watch in the new financial year':

Connor Grindlay, chief investment officer, Kaizen Capital

The world's central banks have printed record amounts of money and pumped it into the financial system. Yet, traditional inflation measures like the consumer price index (CPI) in many developed countries are close to 0 per cent. However, there is inflation in the system and this charts shows how US house prices have increased by over 30 per cent from their lows over the past 3 years. This is great news for industries exposed to this theme like banks and home builders, where we are invested internationally.

But, we must keep a close eye on global property inflation as house prices are rising rapidly everywhere (Australia - ex-mining towns - too). We all got into trouble in 2008 when house price bubbles burst in the UK, US etc. Remember that the key driver today is not smart house buying, but record low interest rates everywhere. Time to take some property profits off the table? We think so.

03/07/2015

In this SMH article our chief investment officer shares some financial/economic indicators that Kaizen is keeping its eyes on:
http://www.smh.com.au/business/markets/which-charts-investment-pros-are-watching-in-the-new-financial-year-20150701-gi16ft?skin=smart-phone

Amid the wild swings in global markets, some of Australia's top investors and analysts share which financial and economic indicators they're keeping their eyes on.

12/06/2015

And now look at Morgan Stanley's bearish forecasts: http://www.smh.com.au/business/markets/currencies/australian-dollar-to-hit-us62-in-2016-morgan-stanley-20150610-ghkjeb.html

Morgan Stanley expects the Australian dollar to drop to US68¢ by the end of the year, before finishing 2016 even lower at US62¢.

12/06/2015

Back in February we predicted the AUD could fall to 50c: http://www.kaizenglobalinvestments.com/ #!Could-the-AUD-fall-to-50c/c21xo/1

We think so, and our Chief Investment Officer, Connor Grindlay, has written a short piece explaining why. Please read Connor's note, which is featured here an...

11/06/2015

Read our CIO's interview with Wall Street legend and investment guru Jim Rogers. In this interview, the first of what we hope will be many conversations with people whose opinions and insight we respect, Kaizen Global’s Connor Grindlay discusses career choices, investment ideas, and global opportunities with Mr Rogers. See News & Insights at: http://www.kaizenglobalinvestments.com/ #!news/ServicesPage-bmmaq7o0

Kaizen global investments is a listed investment company on the National stock exchange of Australia.

11/06/2015

May 2015 NTA statement published on the NSX website: https://www.nsxa.com.au/summary/KGI