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  • About us
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Tag: 2018

24 Jan Does shareholder activism add value?

While shareholder activism has been on the rise in the US, in South Africa the bar has been set very low. Most shareholder activism has targeted directors’ remuneration, has been directed at larger companies, and has tended to take ...

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21 Dec Factors that have, and will continue to, contribute to the performance of the South African equity market

1. The change in the ratio of price to earnings. Changes in the price to earnings (PE) ratio is the most important contributor to equity market performance in the short term.

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29 Nov Rational investors can benefit from emotional Mr Market

The current market sell-off has all the hallmarks of the cycle of irrational panic that grips emotional investors.  I recently came across an article in a local newspaper titled JSE nears worst monthly performance in 10 years.

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31 Oct Meet our new equity analyst, Lizelle van Rooyen

What made you become an equity analyst – what was the attraction to financial markets? The wide spectrum of things that are relevant to the role of an equity analyst provides job satisfaction for my curious mind.

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21 Sep Most investors have as much control over their outcomes as their investment managers

US investors consistently earn lower returns than the market and the funds in which they invest. This gap in performance is known as the behavioural penalty, and it’s big and relentless.

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06 Aug Is the tide changing for active value managers?

Over the past five years, a tough South African equity market has challenged active value managers.  In the recent past, you only need to have made two correct calls in the South African equity market.

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26 Jun Our balanced fund combines ideas to offset risk and provide more consistent returns for investors

The Denker Sanlam Collective Investments (SCI) Balanced Fund is appropriate for investors saving for the long term who wish to have their savings invested in many independent ideas that aim to deliver superior risk-adjusted returns ...

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18 Jun First-hand accounts of the Omaha experience

Every year thousands of people head to Omaha in Nebraska in the United States to attend Berkshire Hathaway’s annual shareholders’ meeting (AGM) – mainly to draw on the investment experience and expertise of 94-year-old Charlie ...

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24 May Introducing Nigel Barnes, our new head of business development

We are excited about growing our brand and business.

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24 May Good economic news doesn’t always mean better returns

So much about the future is unknown, and share prices reflect the market’s assessment of the future.  This article expands on the theme of an article we wrote in January, ‘The danger of making short-term decisions when investing for ...

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