NOVEMBER 2025 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview Global markets entered November navigating a complex environment defined by slowing economic momentum, divergent monetary policy expectations, and an increasingly visible rotation across sectors and styles. Developed market equities delivered...
2 DECEMBER 2025
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 Performance Review: SA-focused funds outperformed global-focused ones, driven by...
CITYWIRE | STAR SELECTORS 2025
Chief Investment Officer, Roeloff Horne, has been featured in the annual Citywire South Africa Star Selectors edition. In this piece, he offers insight into our investment outlook — including perspectives on the South African landscape, our approach to risk...