Perpetua Perspectives Summer Edition 2021

By Perpetua Investment Managers

Despite the effects of one of the most challenging economic and financial years in history, Q4 2020 proved that there is indeed light at end of the tunnel.

In this edition of Perpetua Perspectives, we discuss the global and local macro-economic outlook and the prospects for SA Inc companies in this context. We also provide our insights into one of our current domestic holdings, Oceana, and two of the stocks we hold in our global equity portfolio, semi-conductor producers, Samsung and Micron Technologies. Finally we also include our regular features, RI in Focus, EXPLAINED and Getting to Know Perpetua.

We trust and hope that you find value in these pieces and welcome any suggestions for future articles.

Read the full report here

 

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