Full website: www.eternalgrowthpartners.com
A short update this week as I’m travelling, don’t worry, nowhere luxurious, I’m in Cooma as I write. Because I haven’t the time to write anything interesting myself, I will refer you to someone else’s work, which in any case is a thousand times more insightful than my weekly observations.
I refer to this article, which is a transcript of a speech given by Charlie Munger in 2003 on ‘Academic Economics’. Like almost all Munger speeches, it drifts into multi-disciplinary learning, which I believe is one of the most valuable (and under-considered) concepts around.
I hope you enjoy the article as much as I do, if you do, you should consider laying your hands on a copy of Poor Charlie’s Almanac, which expands further on the ideas – Tony Hansen 16/10/11.
| | April 1st 2011 | July 1st 2011 | Current Price | Current Period | Since Inception |
| EGP Fund No. 1 | 1.00000 | 1.08396 | 1.01730 | (-6.15%) | 1.73% |
| 35632.05 | 34200.68 | 31729.47 | (-7.23%) | (-10.95%) | |
| EGP 20 | 1000.00 | 883.67 | 836.67 | (-5.32%) | (-16.33%) |
EGP Fund No. 1 Pty Ltd. Down by 6.15%, leading the benchmark by 1.08% since July 1st. Since inception, EGP Fund No. 1 Pty Ltd is Up by 1.73%, leading the benchmark by 12.68% all-time (April 1st 2011).
EGP 20. The EGP20 index is Down by 5.32%, leading the benchmark by 1.89% since July 1st. Since inception the EGP20 is Down by 16.33%, lagging the benchmark by 5.38% all-time (since April 1st 2011).
S&PASX200TR The benchmark index is Down by 7.23% since July 1st. The benchmark is Down 10.95% all-time (since April 1st 2011).
Full website: www.eternalgrowthpartners.com
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