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December 13, 2024

Insights

Healing sentiment: investing in South Africa’s hospital sector

The South African listed hospital sector was a disappointing hunting ground for investors over the last decade. An investment in Netcare (NTC) and Life Healthcare (LHC) from the beginning of 2015 to the end of 2023 resulted in a total shareholder return of -48% and -40%, respectively.

Jason Clark

Jason joined Perpetua as an Investment Performance & Risk Analyst. He is responsible for evaluating, measuring, and reporting on the performance and risk of the investment portfolios.

 

He brings experience from Luxcara, a German clean-energy asset manager, and Allan Gray, where he served in various roles over a five-year period. Jason holds Bachelor’s and Honours degrees in Economics from Stellenbosch University and is currently pursuing an MSc at the University of Bath. He also holds the CIPM® designation through the CFA Institute, specialising in investment performance measurement.