Perpetua Quarter 3 2017 Commentary Report

By Perpetua Investment Managers

Perpetua Turns Five

October 2017 marks the fifth anniversary since Perpetua commenced managing money for clients. Perpetua currently employs 23 staff members, 11 in the investment team, and manages in excess of R10 billion in client funds. Logan Govender provides a business update.

Also in this edition, Mahesh Cooper reminds readers of how we invest along the Perpetua True Value Continuum, Lonwabo Maqubela explains why we find Brait attractive and Mark Butler shares his positive view on the South African financial system.

It has been another strong quarter for the South African equity market and with Naspers as the biggest driver of those returns, our underweight position in the stock has been the biggest detractor of the performance in our portfolios. Patrick Ntshalintshali outlines our views on the largest stock in the South African equity market index and why we continue to believe that consensus opinion is overly optimistic in respect of this share.

We have been building our global capability and Phomolo Rabana’s article on Pandora outlines one of the many attractive opportunities we are finding for clients in offshore markets.

 

Read the full report here

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