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Market and investment insights from our team

Truffle aims to keep investors informed on how we think and why we make investment decisions.

Stay up to date

Fund literature

A strong month for metals
Gold glitters and US stays strong
Persistent resilience
Economic themes of 2023 have carried into 2024
Equity markets make a comeback
Annual Investor Letter
Mid-year newsletter
Stewardship report
Board changes and brand refresh
Reflections, performance and a new year
Who we are and how we approach investing makes Truffle unique.

Truffle has a select range of investments focused on achieving consistent results.

We aim to keep investors informed on our current thinking.