Q1 2026 Performance
It is quarterly reporting time. Did our portfolios perform across the risk reward curve as designed? For an overview of individual portfolio positioning, click here.Quarterly and annual returns to 31 ...
Dollar weakness – temporary or structural
Recent declines in the US dollar combined with heightened market uncertainty have prompted investors to reconsider US asset allocations. The prudent long term investor needs to understand the context ...
Celestial 2025 Performance
Dear Valued Investors and FriendsWe are pleased to present the 2025 performance summary for our four distinct portfolios; each tailored to different risk and return profiles. Portfolio performa ...
Risk in your portfolio?
In the midst of this AI bubble, what is your investment goal: high returns or loss avoidance?You simply cannot have both in equal measure. The best one should strive for is the risk adjusted return th ...
Q3 2025 Performance – Curated Portfolios
Dear Valued Investors and FriendsEnd of September was quarter end, reporting time, how did our core portfolio’s do: We have had a solid 9 months, especially for th ...
Stay Relevant – Letter to Partners
Celestial Partners is a boutique investment advisory firm that offers comprehensive one-stop services on global investment and asset allocations primarily for high-net-worth investors and family offic ...
Insight – Keep Calm and Carry On
KEEP CALM and CARRY ON was a poster produced by the British government in preparation for World War II. It was intended to help raise morale by reminding people to focus on the task at hand, ignore th ...
Quality company: Autozone Inc.
Outperforming the S&P 500 isn't limited to new technology; it can also come from companies that excel at simple ideas. Autozone Inc (AZO) has seen a 263% increase in share price over the past five ...
MSCI – More than just a name
Our continuous search for quality companies has led us to MSCI Inc. The company’s compounded annual growth rate, (CAGR), amounts to 20% p.a. (excl. dividends), since its listing in 2008. It has long s ...
Letter to Partners – January 2025
Exceeding customers expectations To the Partners of the IBEX Celestial Investment PartnershipThe IBEX Celestial investment Partnership was launched in early September 2024 and transferred the op ...
