Mindful of changing markets
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.
“As investment managers...
Clarity and certainty on Reg 28
Updated amendments to Reg 28 offer pension funds clarity and regulatory certainty, write Elena Ilkova and Kate Rushton at RMB.
Coronation Presidio passes the stress tests
“We are very pleased that in its close to 20-year history the Coronation Presidio Hedge Fund has consistently beaten the market with a fraction of the...
Coronation Africa finds great companies at value
“At some point, you just have to look at the valuations,” says Greg Longe, who co-manages Coronation’s Africa frontiers fund together with Peter Leger.
The...
The enduring case for global macro
Andre Breedt at CFM outlines five themes that consensus expects to be the most burning issues in 2023 and beyond
Saunderson embraces impact opportunities
HedgeNews Africa sits down with Sonja Saunderson who, after 22 years at the Momentum Group and almost 13 years as its chief investment officer, is...
A last bastion of free markets
Failure is healthy in free markets, and crypto is a last bastion of free markets, writes Rob Price
Laurium hedge funds stand the test of time
Laurium Capital’s South African hedge fund range makes a convincing case for the team’s active asset management process and skillset, reflecting strong risk-adjusted returns...
Agrarius brings investors direct access to agriculture
Werner Opperman and Johan Fourie are the driving force behind 27four’s innovative sustainability-focused agricultural shari’ah-compliant debt funding vehicle, which listed on the JSE debt market...
Risk management helps Rainbow to pot of gold
The AG Capital Rainbow SNN Retail Hedge Fund, managed by Richard Arnesen at AG Capital in Cape Town, has achieved strong gains this year,...