In this video Roger Montgomery celebrates the 7th anniversary of the Aura Private Credit Income Fund, managed by Brett Craig of Aura Credit Holdings.

Amid a hectic reporting week, we offer the following quick takes, highlighting the results of key, high-quality companies.   Cochlear (ASX:COH)  It was Cochlear’s guidance that caught some investors by surprise, particularly those that had set high expectations after 18 months of robust growth.

As you know, four-wheel drive (4WD) aftermarket parts and accessories manufacturer, distributor and retailer ARB Corporation (ASX:ARB) is one of the highest A1-quality companies listed on the Australian Securities Exchange (ASX).

Our domestic large-cap funds have maintained an underweight position in the banks, and even though the Commonwealth Bank of Australia (ASX:CBA) was, for a time, our largest position, being underweight in the sector has cost relative performance thanks to the Commonwealth Bank of Australia’s share price rallying as much as 23 per cent year-to-date and 35 per cent last financial…