Market Insights > Slice of Pie Newsletter > November 2023, Issue No. 183
Founder and Chief Investment Officer Mike Taylor looks ahead after October's Geopolitical risks and higher interest rates.
Founder and Chief Investment Officer Mike Taylor covers the August markets.
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Read the latest monthly updates on our funds.
Call it Groundhog day, death by 1000 cuts or “the Great Malaise”, it feels like investors are caught in a feedback loop endlessly waiting for the call that interest rates have peaked.
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Product Disclosure Statements
Past performance is not a guarantee of future returns. No person, including the Directors of Pie Funds Management Limited, guarantees the repayment of units in the funds or any returns of units in the funds. Returns can be negative as well as positive and returns over different periods may vary.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.