Perpetua Perspectives: Edition 1, 2018

By Perpetua Investment Managers

The first quarter of 2018 has certainly been a humbling one with most sectors delivering negative returns. Clearly it was a case of the local stock market getting ahead of its fundamentals post the December ANC conference. However, it is times like these that excite us as more shares that were previously off our True Value Continuum migrate back onto it.

I hope you enjoy this reading this edition of our quarterly commentary.

Read the full report here


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