Our Thinking

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

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

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

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

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). 

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

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

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:

Platforms Author: Mahomed Ibrahim, Analyst, Perpetua Investment Managers  “Platforms” have become a buzzword lately with new companies like Uber, AirBnB and Snapchat springing up at a