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August 5, 2025

Insights

The investment case for Naspers and Prosus

Naspers and its subsidiary Prosus are collectively the largest counters on the JSE , making up 12.3% of the JSE Capped SWIX. Together they provide South African investors a liquid avenue to own a stake in Tencent, one of the world’s most innovative technology platforms, while simultaneously offering exposure to a growing portfolio of now profitable e-commerce assets in Latin America, India and Europe.

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.