Superfluous Value

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For calendar year 2022, the Superfluous Value portfolio fell 12.4%, essentially steady against the MSCI ACWI IMI which lost 12.5% (both in AUD). The declining Aussie Dollar, once again, proved a tailwind, as I was down 16.3% when measured in constant currency (USD).
Guy Davis
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For the first half of 2022, the Superfluous Value portfolio fell 14.7% in AUD, modestly outperforming the MSCI ACWI IMI, which fell 16.5%. The weaker…
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Superfluous Value

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