Newsletter

Hedge fund medians flat as fixed income still shines

South African hedge funds were flat in September, dipping a median -0.28% in a tough month for the markets, to sit 2.01% higher on the year,...

Investors see volatility in markets but opportunity for hedge funds

Hedge funds have generally done well to navigate a difficult year, investors say, and are now better placed to grow again, according to insights from leading allocators to the South African hedge fund industry

Thuso fosters talent in private markets

Cape Town-based Thuso Incubation Partners a partnership between Ke Nako Capital and its black staff, is making meaningful progress in identifying and fostering black...

Volatility ahead? It’s what hedge funds are for

Commentary by Neil Wilson This year’s annual survey of investors looks encouragingly upbeat.   Yes, investors do continue to predict volatility ahead in markets – due...

Amplify sees growth in retail assets

Amplify, which went live with its retail hedge fund solutions on LISP platforms in July, has so far raised R160 million from the retail...

Greenpoint plans new fund for 2021

Cape Town-based Greenpoint Capital, which specialises in private debt, plans to raise a new fund in the first quarter of 2021, focusing on special...

Terebinth boosts head count to underpin fixed income success

Cape Town-based boutique asset manager Terebinth Capital has added to its team, with Oyena Mtuzula and Dumisani Ngwenza joining in recent months. Terebinth now has an eight-strong team, headed...

Momentum diversifies African real estate portfolio

London-based Momentum Global Investment Management, a subsidiary of Momentum Metropolitan Holdings, sees ongoing opportunities in the African real estate markets, where there is demand...

Long/short ahead as market dips

South African hedge funds delivered a median gain of 0.75% in August, to sit 2.29% higher on the year. By comparison, the FTSE/JSE All Share...

Allan Gray takes patient approach with Africa funds

Solid opportunities abound for Allan Gray’s Africa portfolios amid market dislocations, and  both equity and bond strategies are moving to add previously expensive counters with...