Drummond Capital Partners are a global multi-asset investment manager that Tilea Wealth has partnered with to provide institutional quality portfolio management under a transparent and efficient, Managed Account structure for our clients. Drummond is independently owned and operated by co-founders Nick Reddaway and Tom Schubert. The Drummond team and investment committee have over 160 years of combined investment management experience spanning equities, foreign exchange, fixed income and alternatives both in Australia and overseas.
The Strategic Series combines the four pillars of Drummond's investment process - strategic asset allocation, tactical asset allocation, investment manager research and portfolio construction in four clearly defined portfolio mandates. To review the most recent quarterly report, please click on your portfolio below.
The Strategic Series combines the four pillars of Drummond's investment process - strategic asset allocation, tactical asset allocation, investment manager research and portfolio construction in four clearly defined portfolio mandates. To review the most recent quarterly report, please click on your portfolio below.
Drummond Capital's Investment Committee Meeting - March 2024
Portfolio Updates
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Investment Perspectives
Portfolio Drivers, Portfolio Positioning and Macroeconomic Updates |
Market Insights
March 2024 | Unfurling the Sales (a little)
February 2024 | Uncertainty Continues in China December 2023 | Looking to 2024 November 2023 | Out of Office (Real Estate) October 2023 | Are Bonds Broken? September 2023 | Australia's Interest Rate Surprise August 2023 | Navigating Towards a Soft Landing July 2023 | The Death of the Dollar? |