Is this a stock-picker’s market?

Is this a stock picker’s market? Moneyweb recently hosted their first Boutique Asset Manager event in conjunction with IRESS. They brought together a number of Boutique Asset Managers to discuss the

Perpetua Quarter 2 2017 Commentary Report

Perpetua Quarter 2 2017 Commentary Report By Perpetua Investment Managers Assets under management at R9,5 billion as at 30 June 2017 and significant new appointments As Perpetua closes in on

Perpetua Quarter 1 2017 Commentary Report

Perpetua Quarter 1 2017 Commentary Report By Perpetua Investment Managers In our commentary this quarter, Bongiwe Beja, client services manager provides the usual performance and market review as well as

Investment implications of the 2017 South African budget speech

Investment implications of the 2017 South African budget speech By Perpetua Investment Managers On 22 February 2017, South Africa’s Minister of Finance delivered the country’s annual budget speech.  As has

MTN: Looking beyond the near term

MTN: Looking beyond the near term By Mahomed Ibrahim, Analyst, Perpetua Investment Managers MTN is facing challenges on many fronts resulting in a murky near term outlook. This has been

2016: The tale of two halves

2016: The tale of two halves By Patrick Ntshalintshali, Portfolio Manager and Phomolo Rabana, Analyst, Perpetua Investment Managers We share in this commentary what we have learnt from the recent

Commodities – now what?

Commodities – now what? By Glen Heinrich, Analyst, Perpetua Investment Managers 2016 finally marked the turning point for many commodities (and the companies that produce them).  After multi-year price declines

Under the spotlight

Under the spotlight In the December 2016 edition of Insights, the value investment style is discussed and Perpetua Investment Managers is reviewed (by Tatjana Raunich, Qualitative Research Analyst, Momentum) Value investment

Boutiques pull investor interest

Boutiques pull investor interest Even though we live in a small economy, SA’s investors have a bafflingly large choice of asset managers wanting to manage our money. I knew there

Perspective on the size debate in the South African market

Perspective on the size debate in the South African market Author: Lonwabo Maqubela, Portfolio Manager Mid & small caps have outperformed the Top 40 over the past 20 years. Figure