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MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Recent underperformance in flagship funds due to underlying manager stock...
April 2025 delivered a welcome reprieve for global equity markets following the steep declines in March. While geopolitical theatrics continued to capture headlines—most notably Donald Trump’s “Liberation Day” exploits—investors took some comfort in stabilising...
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Global equities showing strength, particularly tech and financials; US earnings...
Portfolio Manager, Jacques de Kock, chats to Andre Steyn, CEO and Portfolio Manager of Steyn Capital, in our series, Five In Five. This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading...
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Markets remain volatile and uncertain due to US-China trade tensions and...
