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.
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Drummond Capital's Investment Committee Meeting - February 2025
Strategic Asset Allocation Review (July 2024)
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Portfolio Updates
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Investment Perspectives
Portfolio Drivers, Portfolio Positioning and Macroeconomic Updates |
Market Insights
February 2025 | Make America Tariff Again December 2024 | Down Under and Out November 2024 | Nothing can possibly go wrong October 2024 | Signs of Life in China September 2024 | The Greatest Show on Earth August 2024 | Bumps in the Road August 2024 | Recent Market Volatility July 2024 | Still on Track June 2024 | More Power! May 2024 | The Rise of Private Debt March 2024 | Unfurling the Sales (a little) February 2024 | Uncertainty Continues in China December 2023 | Looking to 2024 |