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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 Gold and gold miners showing strong bullish momentum; seen as attractive amid...
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 markets showing bullish trends, especially in equities and commodities...
Head of Portfolio Manager, Jacques De Kock, sits down with Citywire South Africa to chat about his journey in the industry, navigating a complex market and our ‘multitude of counsellors’ approach to investing. READ THE FULL FEATURE HERE The content of this interview...
In this episode of DFM Discussions, Head of Portfolio Management, Jacques de Kock sits down with Nick Balkin, CIO of Foord Asset Management, to explore the firm’s 44-year track record and the lessons learned along the way. From leadership transitions and fostering...
Head of Portfolio Management, Jacques de Kock, joined the latest AssetTV Fund Fit Summit to discuss how an unconstrained investment philosophy—paired with true alignment—can reshape the future of hedge funds for serious, long-term investors. In this engaging panel,...
