- FLAGSHIP OFFICES DURING LEVEL 1 -
Please note that the majority of Flagship employees are working at Flagship’s offices now that SA is at Level 1 of the Coronavirus COVID-19 lockdown.
Although Flagship is following recommended Covid protocols at its offices, for the moment we still recommend that client meetings and communication are done remotely (via Zoom, MS Teams or WhatsApp).
Our switchboard is now operational (+27 21 794-3130), and you are welcome to make contact with us that way as well.Read more
Quarterly Telescope Q3 2020
Welcome to our latest QUARTERLY TELESCOPE. We hope these quarterlies provide you with greater insight into our thoughts on global assets as well as how your global assets are being managed. In this quarter’s Telescope, Kyle Wales discusses how our portfolios navigated the third quarter, as well as how the funds are currently positioned. Pieter … Continued
Why business confidence may be the only economic indicator that matters
By Kyle Wales As published by Sanlam Glacier on July 24, 2020 South Africans will not be surprised by the poor returns that South African assets have returned over the past decade. The stock market and the property market, bastions of the local savings and investment industry, tell the sombre story. The level of the … Continued
Recognising 100-baggers is a crowning achievement for any investor
By Kyle Wales As published by BusinessLive.co.za on 30 August, 2020 I recently listened to a conference call by an investment manager I hold in high regard. His investment style can be best described as “high quality”. This is in contrast to the traditional “value” manager who searches for unloved stocks which the market has … Continued
The US market is not absurdly valued and there are good reasons why tech stocks are outpacing the rest of the US indices
By Pieter Hundersmarck As published by Sanlam Glacier on 28 August, 2020 “Whenever you find yourself on the side of the majority, it is time to pause and reflect.” Mark Twain The media has been awash with how ‘uneven’ the gains in the US stock market have been over the past 7 months. Tech stocks … Continued