Is this a stock-picker’s market?
Is this a stock picker’s market? Moneyweb recently hosted their first Boutique Asset Manager event in conjunction with IRESS. They brought together a number of Boutique Asset
14th August 2017
Perpetua
Perpetua Quarter 2 2017 Commentary Report
Perpetua Quarter 2 2017 Commentary Report By Perpetua Investment Managers Assets under management at R9,5 billion as at 30 June 2017 and significant new appointments As
30th June 2017
Perpetua Quarter 1 2017 Commentary Report
Perpetua Quarter 1 2017 Commentary Report By Perpetua Investment Managers In our commentary this quarter, Bongiwe Beja, client services manager provides the usual performance and market
31st March 2017
Investment implications of the 2017 South African budget speech
Investment implications of the 2017 South African budget speech By Perpetua Investment Managers On 22 February 2017, South Africa’s Minister of Finance delivered the country’s annual
28th February 2017
MTN: Looking beyond the near term
MTN: Looking beyond the near term By Mahomed Ibrahim, Analyst, Perpetua Investment Managers MTN is facing challenges on many fronts resulting in a murky near term
28th February 2017
2016: The tale of two halves
2016: The tale of two halves By Patrick Ntshalintshali, Portfolio Manager and Phomolo Rabana, Analyst, Perpetua Investment Managers We share in this commentary what we have
31st January 2017
Commodities – now what?
Commodities – now what? By Glen Heinrich, Analyst, Perpetua Investment Managers 2016 finally marked the turning point for many commodities (and the companies that produce them).
30th December 2016
Under the spotlight
Under the spotlight In the December 2016 edition of Insights, the value investment style is discussed and Perpetua Investment Managers is reviewed (by Tatjana Raunich, Qualitative Research
15th December 2016
Boutiques pull investor interest
Boutiques pull investor interest Even though we live in a small economy, SA’s investors have a bafflingly large choice of asset managers wanting to manage our
2nd December 2016
Perspective on the size debate in the South African market
Perspective on the size debate in the South African market Author: Lonwabo Maqubela, Portfolio Manager Mid & small caps have outperformed the Top 40 over the
28th September 2016
The shifting balance of power in the advertising industry
The shifting balance of power in the advertising industry By: Mark Butler, Portfolio Manager, Perpetua Investment Managers The balance of power is shifting in the advertising
28th September 2016
The Myburgh report regarding African Bank’s demise: key learnings in a governance context
The Myburgh report regarding African Bank’s demise: key learnings in a governance context By Phomolo Rabana, Analyst, Perpetua Investment Managers A wise man once told me:
28th September 2016