Newsletter

Caution prevails for Catalyst

Weak fundamentals for the local property sector point to the high level of expertise required to successfully invest in the space

Patience pays for Allan Gray Africa

The Allan Gray Africa team saw patience rewarded last year as African equity markets grew strongly, validating long-held value calls

Fairtree Assegai leads the field at 2017 awards

The Fairtree Assegai Equity Long Short hedge fund has been named Fund of the Year at the prestigious HedgeNews Africa Awards 2017, celebrated in Cape Town

Strong month for hedge fund medians

SA Single-Manager Composite adds a median 0.67% in January

“Unpredictable” China still offers value

Without local knowledge and patient capital, China can be risky, says Dawid Krige at Cederberg Capital

Fairtree Assegai makes gains

Stephen Brown enjoys a strong year with Fairtree Assegai Long Short, while building out his team and launching a new hedge fund strategy

Smith gets going at Trinomial

Long-time fixed income manager Linda Smith has started her new company, Trinomial Capital, based in Stellenbosch

Truffle adds to solid record

The Truffle SNN High Growth Retail Hedge Fund reaches its seven-year anniversary this month with net annualised returns of 22.63%

Nault joins Alexander Forbes

Nault joins from Mercer Investment Consulting, based in Chicago, where she was global head of hedge fund research

Tough December for equity funds

HedgeNews Africa SA Single-Manager Composite adds 5.89% in 2017