HedgeNews Africa Q1 2025 issue
In this Q1 2025 edition, we explore hedge fund managers’ perspectives on navigating market volatility in a year shaped by shifting global dynamics. Pooja Tanna of Perpetua Investment Managers sees the current climate as ideal for hedge fund investing, while Handre Retief at Novare emphasises agility to mitigate drawdowns. Lebo Thubisi of Abax Capital highlights hedge funds’ strong performance in low-rate environments, reinforcing their role in delivering risk-adjusted returns. We also examine Anchor Capital’s expansion into alternatives, Cuthman Capital’s research-driven strategy, and insights from Peregrine Capital’s Jacques Conradie. Looking ahead, the HedgeNews Africa Symposium on March 6 will provide key industry insights and is followed by the HedgeNews Africa Awards for 2024.
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HedgeNews Africa Directory 2024/2025
Welcome to the 13th annual HedgeNews Africa Hedge Fund and Alternative Manager Directory, an important resource for investors looking to access high-quality talent in the South African and broader African alternative investment management space. This directory is a useful launch pad for any investor looking to access the high-quality talent operating in these markets. We trust you will find it a valuable resource.
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HedgeNews Africa Q4 2024 issue
In this edition, we present findings from our latest Investor Survey, where top allocators to the South African hedge fund sector shared optimistic views. For the first time, all respondents anticipate industry growth over the next year, reflecting solid manager performance and increased investor confidence. Elmien Wagenaar of THINK.CAPITAL notes that investor discussions have shifted from whether hedge funds belong in portfolios to selecting the right ones. George Herman of Citadel highlights the role of hedge funds in multi-asset strategies to mitigate drawdowns, while Lethu Zulu at Sanlam Investments sees the strong potential of the industry. We also explore managers’ unique approaches: from Steyn Capital’s emerging markets focus to Mazi NextGen’s machine learning strategy. Additionally, we examine REGIVE Capital’s alternative strategies and Momentum’s comprehensive alternatives programme, which spans private equity, credit and hedge funds.
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HedgeNews Africa Q3 2024 issue
Following the establishment of a Government of National Unity, in this edition we explore the political dynamics impacting the South African market and beyond, highlighting the dexterity required by fund managers to navigate these uncharted waters. Andreas Tindlund of Abax Investments discusses his tactical approach with a new fixed income hedge fund, while Peregrine Capital emphasises the importance of political landscape in their investment process, and Obsidian Capital’s CEO Chris Stainforth stresses the need for flexibility and a balanced approach to build long-term wealth. We also feature Kamini Naidoo’s insights from her new roles at Momentum Investments and Equilibrium, noting a shift towards directional exposure amid market uncertainty. Lastly, we delve into the Futuregrowth Community Property Fund and the unique Bond Wine AMC, showcasing diverse investment strategies.
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HedgeNews Africa Q2 2024 issue
In this edition we zoom in on the themes and ideas that emerged from the HedgeNews Africa Symposium and we have full coverage of the winners at the ensuing Awards dinner. We also talk to Nomathibana Okello from Terebinth Capital about the importance of mid-sized firms – that make up the hedge fund industry – to the wider South African economy. Mazi Capital portfolio manager Andreas van der Horst reveals the process and philosophy behind the firm’s global team, which has made great strides in the past three years in managing a long-only global mandate. And according to our latest asset survey, assets in South African hedge funds have reached almost R90 billion, increasing by 16% year on year.
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HedgeNews Africa Q1 2024 issue
After a choppy 2023, there are a number of macro concerns for investors going into 2024. In this issue we talk to several managers to assess macro risks and how to get an edge in global markets. Among them, Rowan Williams at Nitrogen Fund Managers, Yonela Makwetu at AIP Capital Management, Laurium’s Murray Winckler and Anthea Gardner at Cartesian Capital. In an insightful research piece, André Breedt at Capital Fund Management acknowledges that investing is always risky, and that one could argue much of the negative news is noise, but it is an environment where hedge funds should thrive. In this issue we also announce the final shortlists for our 15th annual HedgeNews Africa Awards that follows the HedgeNews Africa Symposium on March 7, 2024 in Cape Town.
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HedgeNews Africa Q4 2023 issue
In this issue we cover the growing phenomenon of retail investors in the South African hedge fund world and talk to Jean Pierre Verster at Protea Capital Management and Mark Weetman at Unum Capital. This quarter’s edition also includes the latest Investor Survey where those polled expect the SA hedge fund industry to grow in the next 12 months and also expect that growth to come from retail investors. In addition, we talk to Craig French of Visio Fund Managers, Kasief Isaacs of Mergence Investment Managers and Shiluba Mawela of Tshiamo Impact Partners, who is raising capital for a Gender Lens Impact Fund.
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HedgeNews Africa Directory 2023/2024
Welcome to the 12th annual HedgeNews Africa Hedge Fund and Alternative Manager Directory, an important resource for investors looking to access high-quality talent in the South African and broader African alternative investment management space. This directory is a useful launch pad for any investor looking to access the high-quality talent operating in these markets. We trust you will find it a valuable resource.
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HedgeNews Africa Q3 2023 issue
In this quarter we focus on longevity. Peregrine Capital celebrates its 25-year birthday as Visio Fund Management and Novare have also reached their 20-year anniversaries. We have profiles on Peregrine Capital, Matrix Fund Managers, Manhattan-based Belmont Investments and Laurium Capital. In this edition we also hear about Johann Steyn’s new fund, from Fairtree about extending its multi-strategy Wild Fig hedge fund and feature OMAI’s hybrid equity model and Challenger’s trade finance strategy.
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HedgeNews Africa Q2 2023 issue
This quarter’s bumper edition comes amid renewed concerns in global markets, after a changeable and challenging start to the year. Fund profiles include Bateleur Capital, Terebinth, Differential Capital, specialist property-focused manager Meago Capital, fixed income manager Southchester and Fairtree, featuring Clarissa Van der Westhuyzen. We also have full coverage of the Symposium and Awards from March and the annual industry asset survey.
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HedgeNews Africa Q1 2023 issue
The year has certainly started off with speed and intensity. In this issue we talk to Cuthman Capital managers Tobie Lochner and Peter Wille, Sentio’s Rayhaan Joosub, David Fraser and Jacques Conradie at Peregrine Capital, Éxito Investment Managers, Protea Capital Management and Laurium Capital. We also talk to Parvoleta Shtereva, CIO of Gemcorp Capital Management, and look forward to our 14th annual HedgeNews Africa Symposium to be held in Cape Town on March 9.
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HedgeNews Africa Education 2022/2023
As a supplement to the HedgeNews Africa 2022/2023 directory, we partnered with leading market players to spread the message – working to convey principles and concepts that support various alternative approaches to the markets in these times of unprecedented economic shake-up – from hedge funds and other active mandates in the listed space, to private debt and private equity, impact and infrastructure in the unlisted domain.
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HedgeNews Africa Directory 2022/2023
Welcome to the 11th annual HedgeNews Africa Hedge Fund and Alternative Manager Directory, an important resource for investors looking to access high-quality talent in the South African and broader African alternative investment management space. This directory is a useful launch pad for any investor looking to access the high-quality talent operating in these markets. We trust you will find it a valuable resource.
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HedgeNews Africa Q4 2022 issue
Generating real returns from traditional assets has been a challenge so far in 2022. In this issue we feature Sonja Saunderson, new CIO of the Eskom Pension and Provident Fund, who discusses the need for tapping varying sources of return. We also report on our annual Investor Survey, where allocators are more upbeat than ever about hedge funds. This edition also features interviews with the Coronation Africa Frontiers Strategy and Presidio teams, Mavovo Capital and covers an innovative agricultural product from 27four.
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HedgeNews Africa Q3 2022 issue
It’s been a brutal first half to the year, with managers re-appraising the investment environment in 2022’s vastly altered global macroeconomic conditions. In this issue we talk to Laurium’s co-founder and portfolio manager Murray Winckler, Jacques du Plessis of Graphite Asset Advisory and Tota Tsotsotso at Lattice Capital, who is returning to fund management with new and improved strategies. We also include a focus on Regulation 28 and look at Section 65 with Sanne.
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HedgeNews Africa Q2 2022 issue
Heading into the second quarter these are indeed fast-moving times with many global concerns. In this edition we profile a number of asset managers who have developed into multi-layered businesses, including Matrix Fund Managers and Steyn Capital, and we also feature full coverage of this year’s Symposium and Awards, held in March. According to our latest asset survey to end-December 2021, assets in rand-based hedge funds grew by 12.5% to R63.13 billion from R56.1 billion in 2020.
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HedgeNews Africa Symposium 2022
Welcome to the HedgeNews Africa Symposium 2022. Now in its thirteenth year, this event aims to provide the kind of forum where managers, investors, intermediaries, service providers and policy-makers can meet in a productive and interactive setting to discuss the issues of the day. The programme features a high calibre of speakers and we are honoured to be associated with such dedicated professionals who keep raising the bar in an industry known for its talent and skill.
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HedgeNews Africa Q1 2022 issue
In this edition, we look at a number of alternative offerings, covering important themes from the global to the domestic. Laurium Capital’s Rob Oellermann discusses his active approach to global markets, Adam Reeves talks about Absa’s new Fund-Linked Solutions platform and Jonathan du Toit at OysterCatcher Investments discusses his South African long/short equity fund. This edition carries our final nominations for the upcoming 2021 HedgeNews Africa Awards, which will be presented at a gala dinner at Laurent on the Lourensford Wine Estate in Somerset West on March 10.
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HedgeNews Africa Education 2021/2022
As a supplement to the HedgeNews Africa 2021/2022 directory, we partnered with leading market players to spread the message – working to convey principles and concepts that support various alternative approaches to the markets in these times of unprecedented economic shake-up – from hedge funds and other active mandates in the listed space, to private debt and private equity, impact and infrastructure in the unlisted domain.
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HedgeNews Africa Q4 2021 Issue
In this issue, our annual Investor Survey contains important insights from leading allocators to the South African hedge fund industry. We profile private credit specialist Greenpoint Capital and talk to Aurum Research about the key topic of investor reporting. We also spoke to Paul Semple at Futuregrowth about the fast-evolving energy sector – and how his fund is putting capital to work in this space.
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HedgeNews Africa Directory 2021/2022
Welcome to the 10th annual HedgeNews Africa Hedge Fund and Alternative Manager Directory, an important resource for investors looking to access high-quality talent in the South African and broader African alternative investment management space. This directory is a useful launch pad for any investor looking to access the high-quality talent operating in these markets. We trust you will find it a valuable resource.
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HedgeNews Africa Q3 2021 Issue
Covid complications have roiled global markets for a while now, and the difficult operating environment continues. In this issue we talk to Mazi Capital’s Malungelo Zilimbola about how his team has been able to deliver, even through tough times, and to Differential Capital – formed in 2019 – and launched into one of the most difficult environments its founders had experienced, but its funds have generated returns above their benchmarks. We also feature Laurium’s Paul Robinson, THINK.CAPITAL’s Elmien Wagenaar, Skybound’s Caroline Fuchsloch and the Challenger Trade Finance team.
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HedgeNews Africa Q2 2021 Issue
Global stock markets enjoyed a positive Q1 and while risk assets have been bullish, many global concerns remain, not least due to the pandemic. In this issue we talk to Lebo Thubisi at Alexander Forbes Investments, Ryan Eichstadt at Meago Asset Managers, and we feature full coverage of this year’s online Symposium and Awards, held in March. According to our latest asset survey single manager rand-based South African hedge fund assets grew 8% to R56 billion in 2020, after a dry spell for inflows.
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HedgeNews Africa Q1 2021 Issue
This month we spoke to Grant Watson, CIO of Old Mutual Customised Solutions, who remains concerned about the levels of global markets after a 40% bounce-back since mid-March. We also feature Fairtree’s multi-strategy funds, investing across equities, fixed income and commodities and delivering double-digit gains in the first half. This month’s investor interview is with Benedict Mongalo, CIO of Novare Investments, who emphasises tactical asset allocation in bewildering times.
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HedgeNews Africa Q4 2020 Issue
In our important annual Investor Survey this month, we talk to leading allocators to the hedge fund industry, who between them tackle these pressing issues and their uncertain outcomes. We also feature Amplify’s Marthinus van der Nest, talk to Greenpoint Capital about their new debt fund and uncover an impressive team at Thuso Incubation Partners, who are identifying and fostering talent in the private markets.
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HedgeNews Africa Directory 2020/2021
Welcome to the ninth annual HedgeNews Africa Hedge Fund and Alternative Manager Directory, an important resource for investors looking to access high-quality talent in the South African and broader African alternative investment management space. This directory is a useful launch pad for any investor looking to access the high-quality talent operating in these markets. We trust you will find it a valuable resource.
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HedgeNews Africa Q3 2020 Issue
This month we spoke to Grant Watson, CIO of Old Mutual Customised Solutions, who remains concerned about the levels of global markets after a 40% bounce-back since mid-March. We also feature Fairtree’s multi-strategy funds, investing across equities, fixed income and commodities and delivering double-digit gains in the first half. This month’s investor interview is with Benedict Mongalo, CIO of Novare Investments, who emphasises tactical asset allocation in bewildering times.
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HedgeNews Africa Q2 2020 Issue
This quarterly edition includes our latest asset survey, which puts South African hedge fund assets at R65.33 billion. We also feature full coverage of the 11th annual HedgeNews Africa Symposium and the Awards for 2019. While the potential impact of the coronavirus was certainly much discussed during the Symposium – no one could have predicted the scale and severity of what has since unfolded. In this issue we also feature interviews with Sukha and Associates’ Claire Rentzke, investment consultant Justin Newdigate and a profile on PolarStar Management.
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HedgeNews Africa Symposium 2020
Welcome to the HedgeNews Africa Symposium 2020. Now in its eleventh year, this event aims to provide the kind of forum where managers, investors, intermediaries, service providers and policy-makers can meet in a productive and interactive setting to discuss the issues of the day. The programme features a high calibre of speakers and we are honoured to be associated with such dedicated professionals who keep raising the bar in an industry known for its talent and skill.
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HedgeNews Africa Q1 2020 Issue
“The big trade this year will be whether you get South Africa right or wrong,” predicts Hannes van den Berg at Investec Asset Management in this issue. Paul Robinson talks about Laurium Capital’s new bond fund tapping into emerging markets and there are profiles of Miltenberg Capital, quant-focused Paragon, Sean Ashton at PIM Capital and Andrew Crawford and Stephen Carew at Johannesburg-based Senqu Capital. We also announce the final nominees for the Awards in February.
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HedgeNews Africa Q4 2019 Issue
In this edition we talk to Gyongyi King, CIO of Alexander Forbes Investments and carry details of a new launch from ex-Truffle man Jonathan du Toit at Oyster Catcher Investments. We also talk to Abax Investments’ Wallie van der Walt whose market-neutral strategy underscores the benefits that hedge funds can bring to broader portfolios. This edition also contains our important annual investor survey, in which we poll leading allocators to the hedge fund industry in South Africa.
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HedgeNews Africa Directory 2019/2020
Welcome to the eighth annual HedgeNews Africa Hedge Fund and Alternative Manager Directory, an important resource for investors looking to access high-quality talent in the South African and broader African alternative investment management space. This directory is a useful launch pad for any investor looking to access the high-quality talent operating in these markets. We trust you will find it a valuable resource.
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HedgeNews Africa Q3 2019 Issue
Risk assets have had a good half in 2019, yet investors have reason to be cautious. In this issue Bryn Hatty from StoneHage Fleming says that investors can benefit from carefully selected long/short equity strategies. We also speak to Kevin Gundle of Aurum Research, whose business has always focused on investing in hedge funds. We also talk to Differential Capital, Musgrave Capital and Ngwedi Investment Managers, which will be including private credit, private equity and hedge fund solutions in its product range.
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HedgeNews Africa Q2 2019 Issue
This quarterly edition includes our latest asset survey, which puts South African hedge fund assets at R66.28 billion. We also feature full coverage of the 10th annual HedgeNews Africa Symposium in Cape Town and the Awards for 2018. This month we spoke to Excelsia Capital, Cape Town-based Rozendal Partners, Sanlam’s Bulent Badsha, Shaun Collyer at ASOC and ISI, the specialist investment manager of Investec Specialist Bank.
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HedgeNews Africa Symposium 2019
Welcome to the HedgeNews Africa Symposium 2019. Now in its tenth year, this event aims to provide the kind of forum where managers, investors, intermediaries, service providers and policy-makers can meet in a productive and interactive setting to discuss the issues of the day. The programme features a high calibre of speakers and we are honoured to be associated with such dedicated professionals who keep raising the bar in an industry known for its talent and skill.
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HedgeNews Africa Q1 2019 Issue
Last year tested the limits of many fund managers, however many funds have extended their track records in a volatile environment. In this issue we talk to Mohamed Dhorat and Craig Lyall at Black Mountain Investment Management, Grant Irvine-Smith and his team at Investec Active Quants, Paul Robinson of Laurium Capital and Richard Asherson at Westbrooke Alternative Asset Management. Also, we interview Ronelle Hutchinson of Investec Wealth & Investment, the largest private-client manager in South Africa.
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HedgeNews Africa Q4 2018 Issue
What does the industry need to revive its fortunes and improve its image? This month we spoke to Prime Asset Managers’ Stephen Pratt and Cornelis Batten of RealFin, both of whom are energised about the potential for growth in the South African alternatives industry. We also talked to Steve Everett of Strate Collateral and to demonstrate the longevity in the South African hedge fund industry, we spoke to Peregrine Capital, which marks its 20-year anniversary.
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HedgeNews Africa Directory 2018/2019
Welcome to the seventh annual HedgeNews Africa Hedge Fund and Alternative Manager Directory, an important resource for investors looking to access high-quality talent in the South African and broader African alternative investment management space. This directory is a useful launch pad for any investor looking to access the high-quality talent operating in these markets. We trust you will find it a valuable resource.
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Accessing Africa Special Report, Q4 2018
The Africa investment opportunity is diverse and exciting, but not for the faint-hearted. Fund managers agree that while the continent’s growth story remains intact, there is current negativity around investing in emerging and frontier markets, and investors need to be steadfast and informed. This report examines why investors should look across this continent in search of returns, and which countries and sectors offer the most promise.
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HedgeNews Africa Q3 2018 Issue
The South African hedge fund industry faces a wall of negativity, yet now is the time for unearthing gems – those smart and zealous managers who apply their minds to the markets in innovative and intelligent ways. In this edition we feature Laurium Capital, now celebrating its first decade in business, and Ashburton Investments – with 10 trends to watch in Africa-focused frontier markets – and Terebinth, which has transitioned to a fully manager-owned business.
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HedgeNews Africa Q2 2018 Issue
In this issue we feature full coverage of the 2018 Symposium, held in Cape Town in February, with keynotes from Elephant Asset Management’s Elizabeth McGuire and Berman Capital’s David Berman and a regulatory update from Udesh Naicker, as well as a round up of the 2017 Awards winners that evening. We also have profiles on Capricorn Fund Managers, Mergence and AIP, and carry news on STANLIB’s new alternatives product suite.
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HedgeNews Africa Symposium 2018
Welcome to the HedgeNews Africa Symposium 2018. Now in its ninth year, this event aims to provide the kind of forum where managers, investors, intermediaries, service providers and policy-makers can meet in a productive and interactive setting to discuss the issues of the day. The programme again features a notably high calibre of speakers and we are honoured to be associated with such dedicated professionals who keep raising the bar in an industry known for its talent and skill.
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