At Perpetua,
we unlock insights.
At a time where information is overly abundant, at Perpetua we look to provide our clients and investors with focused, meaningful, and value-adding thinking over a wide range of relevant topics and
themes. We deliver this through a variety of editorial lenses such as Insights that are longer form commentaries, Perspectives pieces, and short, easy-to-consume Spotlight articles. As an active and engaged participant in the investment industry, Perpetua
is regularly engaged in the media and we provide selected links here too.
Our annual Stewardship Report
“Stewardship is the responsible allocation, management and oversight of capital to create long-term value for clients and beneficiaries leading to sustainable benefits for the economy, the environment and society.” 2020 Stewardship Code
Insights
Steady strength: Perpetua’s Domestic Focused Equity portfolio continues to deliver through market cycles
What the FLAC is going on?
The investment case for Naspers and Prosus
Samsung’s memory power play: capturing the AI-driven semiconductor upside
The energy burden of artificial intelligence
Water security: a growing risk for domestic equities
We are striving to be good investors, not just great ones
Postcard from Tokyo
Outperforming with less risk? The Balanced Fund you need to know
The tug of war in the South African listed credit market
Healing sentiment: investing in South Africa’s hospital sector
Investment opportunities in the “Las Vegas of the East” – Macau
Perspectives
All that glitters is gold – but for how long?
The rise of online gambling in South Africa
Digesting the possibility of a coalition government
Biodiversity: the key to the planet’s wellbeing
Finding opportunity amidst the rollercoaster of platinum shares
Launch of Perpetua SCI Flexible Fixed Interest Fund
Earnings expectations for U.S. stocks are simply too optimistic
Mini budget: a tough balancing act
The Great Disappearing Act: Small and mid-cap stocks in sell side analysis
The system needs to evolve, not the women
Perpetua Perspectives Winter Edition 2020
Perpetua Perspectives Summer Edition 2021
Commentaries
Perpetua Investment Managers | Fixed Income Quarterly Commentary October 2025
Perpetua Investment Managers | Multi Asset Class Outlook Mid-Year 2025
Perpetua Investment Managers | Fixed Income Quarterly Commentary April 2025
Media
Why did this US multi-manager allocate $97m to an SA manager?
Perpetua was the first fund manager outside the US, Canada and the UK, to which Xponance allocated funds.
GEPF Conference I Interview with Delphine Govender
8 OCT 2023 - Asset TV
Neesa Moodley interviews Delphine Govender, Owner and Chief Investment Officer, Perpetua Investment Management at the GEPF Annual Thought Leadership Conference 2023.
Lunch with Pippa Hudson
Lunch with Pippa Hudson - Crystal talks to Delphine Govender
CFA Society South Africa Pink Book
Spotlight: Pooja Tanna
CFA Society South Africa Pink Book
Spotlight: Delphine Govender
Perpetua diversifies into fixed income with new hire
7 AUGUST 2023 - Citywire
Pooja Tanna has extensive fixed-income experience at banks and asset managers.
CIO explains global equity fund's recent big outperformance
3 AUGUST 2023 - Citywire
Perpetua Investment Managers are bottom-up stock pickers looking for quality and mispriced ideas.
Perpetua's performance stands out among BEE managers
3 AUGUST 2023 - Citywire
In the wider universe, Perpetua was second only to Foord in the domestic balanced category.
Perpetua to launch a global equity core strategy
5 JULY 2023 - Citywire
The asset manager is aiming the new portfolio at clients with a lower risk tolerance for short-term price volatility.
Investing is a universal language
Page 19. Kevin Dantu - Head of Clients at Perpetual Investment Managers.
Alexander Forbes Manager Watch Annual Survey
The past two years have been defined by the demand, among other things, for poverty, racial, unemployment, social justice and climate change interventions and mitigations.
What SA’s top asset managers would do with R5m
If you haven’t already done so, is it time to externalise your savings? Or is it too late to panic? We asked three top portfolio managers what they would do with R5m now
Listen: The Journey of Curiosity
In this episode, Samantha Pokroy and Delphine Govender join host Georgina Smith to discuss private equity and venture capital.
Perpetua: Local roots, global wings
Page 22. Spotlight on LONWABO MAQUELA - Porfolio Manager and Deputy Chief Investment Officer at Perpetua Investment Managers.
30 Under 30 Tomorrow’s Titans: Heart And Hustle
In a world where the millennial/Gen Z notion of ‘nepotism babies’ has gained currency, the concept of ‘self-made’ has acquired new meaning and respect.
WATCH: Market Report
27 MAR 2023 - Business Day
Business Day TV speaks to Lonwabo Maqubela from Perpetua
What hiring trends tell us about the SA asset management industry
23 FEB, 2023 - Citywire
Muitheri Wahome takes a look back at the job trends in 2022 and highlights what the market could expect in 2023.
WATCH: Market Report
Business Day TV speaks to Lonwabo Maqubela from Perpetua
Telkom Capex spending not boosting income
Analysis of Telkom and Rain’s termination of merger talks, market expectations for 2023 including Japan’s monetary policy and a look at how interest rate hikes impact homeowners.
Perpetua eyes cheap banking, insurance, food and tobacco stocks
13 JAN, 2023 - Citywire
The asset manager is cautious about resources but sees some upside in diversified miners and platinum stocks.
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