InvestNow News – 15th October – Elevation Capital Global Shares Fund – September 2021 Update

Update by Elevation Capital – September 2021

MONTHLY FUND FACTSHEET

VIEW THE ENTIRE GLOBAL SHARES FUND PORTFOLIO

INVEST NOW

As volatility increased during September we took the opportunity to increase our cash balance and opportunistically realise several of our investments:

VIEW ALL REALISATIONS HERE FOR 2021 (AND PRIOR)

Elevation Capital Global Shares Fund owns shares in EssilorLuxottica, the world’s largest vertically integrated optical company. This month, we reviewed EssillorLuxottica’s global position versus new Direct-to-Consumer optical company Warby Parker. Our high level thoughts are provided in a blog post below:

THE TRIALS OF DIRECT-TO-CONSUMER. OR, WHY WE OWN ESSILOR LUXOTTICA .

In September 2021, Elevation Capital’s Chairman Craig Stobo hosted a discussion with The Right Honourable Helen Clarke and Sir Peter Gluckman to discuss the topic “Informed Views for Business on the Efficacy of NZ’s Covid-19 Health Response”. The discussion includes a review of New Zealand’s response to COVID-19 and commenting on of where to go from here.

LINK TO THE FULL VIDEO

InvestNow News – 15th October – Elevation Capital Global Shares Fund – September 2021 Update

Update by Elevation Capital – September 2021

MONTHLY FUND FACTSHEET

VIEW THE ENTIRE GLOBAL SHARES FUND PORTFOLIO

INVEST NOW

As volatility increased during September we took the opportunity to increase our cash balance and opportunistically realise several of our investments:

VIEW ALL REALISATIONS HERE FOR 2021 (AND PRIOR)

Elevation Capital Global Shares Fund owns shares in EssilorLuxottica, the world’s largest vertically integrated optical company. This month, we reviewed EssillorLuxottica’s global position versus new Direct-to-Consumer optical company Warby Parker. Our high level thoughts are provided in a blog post below:

THE TRIALS OF DIRECT-TO-CONSUMER. OR, WHY WE OWN ESSILOR LUXOTTICA .

In September 2021, Elevation Capital’s Chairman Craig Stobo hosted a discussion with The Right Honourable Helen Clarke and Sir Peter Gluckman to discuss the topic “Informed Views for Business on the Efficacy of NZ’s Covid-19 Health Response”. The discussion includes a review of New Zealand’s response to COVID-19 and commenting on of where to go from here.

LINK TO THE FULL VIDEO

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