Market Commentary

Quarterly Telescope Q1 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 our global funds are being managed. In this quarter’s Telescope, Kyle Wales and Pieter Hundersmarck discuss how our portfolios are positioned to weather the COVID-19 crisis, and Kyle Wales discusses … Continued

Are you investing enough offshore?

By Kyle Wales As published by Glacier on March 27, 2020 The answer to this question has experts divided. Some believe that, with the multitude of political and economic issues South Africa is currently experiencing, investors should be taking as much money offshore as possible. Others are of the belief that South African assets offer … Continued

Why bigger funds are often not better performers

By Kyle Wales 8 March 2020 Few dispute the power of a strong brand. During a trip to the supermarket we place a bottle of branded tomato sauce into our trolley instead of the supermarket’s private label brand, even though it is more expensive. This though the taste of the private label brand may be … Continued

Coronavirus Update

March 2, 2020 Dear Investor, Many of you are aware of the coronavirus that began in China and has now expanded to other countries around the globe. The coronavirus disease (COVID-19) was first reported in Wuhan, China, on 31 December 2019. Initially the bulk of cases and fatalities were confined to China, but the virus … Continued