An update on our strategy of investing in controlled companies, the arena for such entities and performance as at 31 July 2025.

Quarterly Report to 30 June 2025 with an evaluation of the impact of potential transactions by the Hong Kong based conglomerate

A presentation given to an eclectic Hong Kong conference on the Dutch conglomerate HAL Trust

East 72 Dynasty Trust Quarterly Report to 31 March 2025 featuring an extensive review on Avation PLC and the aircraft leasing market

Ausbiz discussion on this asset rich company founded in 1886 owning the "Peninsula" hotel business including the new £1billion London hotel

Three companies: an airport, a luxury hotel chain and the amazing business of the world's largest vehicle glass repair and replacement company. Only accessible through a Belgian conglomerate!

East 72 Dynasty Trust Quarterly Report to 31 December 2023 featuring an extensive review on E-L Financial Corporation, a Canadian holding company with a magnificent compounding return record

East 72 Dynasty Trust Quarterly Report to 30 September 2023 featuring an extensive review on US listed liquidity supplier Virtu Financial

East 72 Dynasty Trust Quarterly Report to 30 June 2023 featuring an extensive review on Bolloré where we own three companies in the group

We hold SBM in the East 72 Dynasty Trust and spoke about it on Ausbiz on 9th May 2023