Perpetua Perspectives Winter Edition 2019

By Perpetua Investment Managers

The second quarter was eventful in terms of markets and politics. In South Africa we saw a peaceful election which emphasised our democracy.

In markets and investment performance, the second quarter brought volatility.  We understand, however, that as active value-oriented investors, investment markets don’t determine our success, but it’s how we react to them that does.

In this quarterly client commentary we provide you with further perspectives into our thinking, our actions and our funds.

Enjoy.

Read the full report here

 

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