Navigating volatile equity markets, focusing on value (Q1 CY2025)

In this episode Brayden and Will provide an update on fund performance in the context of prevailing geopolitical uncertainty and trade wars. They also introduce Jacqui Courtney, a new Strategy Advisory Board member, and Emma Wyndham-Smith, Investment Consultant. Baza Special Opportunities’ low beta is discussed, as well as new holding Boom Logistics and the fund’s current high cash levels. Several compelling long term holdings for Baza High Conviction are detailed, including deep dives on environmental services company, SciDev, and copper developer, New World Resources.