Our Performance

Performance is shown below as a simple factual record of what happened from the time we began operations through to 30 June 2026. Nothing more, nothing less.

It is a short window — just the opening chapter of a much longer story — and short windows rarely tell you much about investing. Markets need time to reveal their character and time has not yet had much time here.

This period represents only part of a financial year, reflecting the early stage of our operations. The numbers below relate solely to the internal investment activities of Rothman Ashbury Asset Management Pty Ltd during that period.

We present these figures for one reason only: to keep a clear and honest record of our own history. They are not a forecast, not an endorsement, not a suggestion of skill and not an invitation to draw conclusions about the future. They simply describe what occurred during a brief stretch of time.

Short periods can be misleading.

A few months of returns tell you very little about the long arc of investing, just as a single day's weather tells you very little about the climate. Markets rise and fall for reasons that often have nothing to do with underlying value. The real test of any investment approach is how it behaves over many years, not many weeks.

We do not present this information to encourage any action or to imply any particular ability. It is merely a factual record — the kind of record any responsible owner would keep for themselves.

Past performance is not a reliable indicator of future performance and we make no suggestion otherwise.

Rothman Ashbury Asset Management is a private company operating solely for the benefit of its owners. We do not accept external clients, external capital or external investment mandates. Everything we do is inward‑facing and this performance information is shared in that same spirit: for completeness, for transparency and for the family alone.