How long positions are held and why capital is held in cash.
Permanent capital loss: how it is measured and how positions are sized against it.
No external capital, no redemption date, no index benchmark.
Asset classes, cash flow drivers and geographies.
How price movement is distinguished from permanent loss.
Why most of the book is Australian.
Leave your details and each note will be sent as it is published, roughly one a month.
How often notes are published, what is disclosed, and how to reach the office.
Notes are published roughly once a month.
Notes are published on portfolio construction, risk management and governance.
No. Performance is reported privately to the family in the quarterly record. The notes discuss method: position sizing, drawdowns and the use of cash.
The office does not publish performance figures for any period.
Yes. Use the enquiry form on this page or email info@cdportfolio.com.au. The office speaks with researchers and journalists about family office structure.
The office does not comment on individual holdings, on the family, or on market direction.
No. They describe how one family office manages its own capital.
They are general information only and do not account for any reader's objectives, financial situation or needs.
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