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Our Thinking

A selection of our latest insights, views and opinions.

Readings

As a team at Perpetua we read insightful work regularly and want to share our favourites with you.

Press

Perpetua in the press and news.

Perpetua Perspectives Edition 2, 2018

Perpetua Perspectives: Edition 2, 2018 By Perpetua Investment Managers Our bottom-up stock selection process continues to identify these attractive opportunities across the continuum and we are excited about the number of

Perpetua Perspectives Edition 1, 2018

Perpetua Perspectives: Edition 1, 2018 By Perpetua Investment Managers The first quarter of 2018 has certainly been a humbling one with most sectors delivering negative returns. Clearly it was a case

Perpetua Quarter 3 2017 Commentary Report

Perpetua Quarter 3 2017 Commentary Report By Perpetua Investment Managers Perpetua Turns Five October 2017 marks the fifth anniversary since Perpetua commenced managing money for clients. Perpetua currently employs 23

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

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