Greg Smith
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Appearances Over Time
Podcast Appearances
But yeah, ultimately in all this and the conversation keeps coming back to it.
It's about keeping sober.
Put the control in your hands rather than someone else's or the government's.
Yeah, we certainly strive to check out our performance numbers as always, if you can.
But yeah, we strive to obviously achieve the best returns possible.
And obviously that disclaimer, you know, past performance isn't a guide to the future.
But yeah, we're certainly striving for sort of, on aggressive funds, you know, sort of double digits.
Well, look, no lollies, no splashing the cash, but look, there never was going to be
Important areas have been looked after.
Yeah, it's a bit boring, but, you know, future proofing and all going into health, as we mentioned, infrastructure, education.
It's pretty hard to argue with that.
It's all about execution, as you made the point earlier.
So, you know, it's one thing having targets and budgets, but do they go according to sort of the best laid plans?
Yeah, other things around, there's some things around the edges with FIF and the bank levy, but yeah, ultimately a pretty boring,
budget uh but with another big b a buffer so we have to see what that's and you know that's the bigger known isn't it are we sort of still sitting here in november december and you know the conflict's still raging or is that going to be you know fish and chip wrapper and yeah it's going to be all sort of all forgotten we'll be thinking about the next thing that's gonna gonna happen um so we'll just have to see and of course we've got that election haven't we of course that's the other big thing is that going to be is it going to be some sort of sprinklings ahead of that so yeah your time will tell
Yeah, they're going well.
So yeah, the thematic fund, that 15% bounce back in April and May is looking really, really good as well.
So yeah, lots of investments in companies that we like and including AI, but plenty of other sort of industries as well and high quality companies that we've been.
Yeah, happy to.
And thanks for having me on again, Luke.