MoneyMarketing (22 November 2016) The South African hedge fund industry is still relatively small. There is only around R70 billion invested in local hedge funds, which makes it a tiny part of a $3 trillion global industry.
MoneyMarketing (November 2016) There are now even more opportunities to diversify your investments and that is through retail investor hedge funds (RIHFs). We at Laurium Capital, believe that by utilising hedge funds, investors and financial advisers have access to more investment tools.... Read More →
MoneyMarketing (October 2016) Why has the popularity of multi-asset funds, especially flexible funds, increased over the last few years? Why has the popularity of multi-asset funds, especially flexible funds, increased over the last few years? Investors in the South African... Read More →
Written by: Brian Thomas – Co-portfolio manager and Analyst at Laurium Capital Bloomberg Finance LLP, the ubiquitous information provider of all things financial, defines a benchmark as “A standard against which the performance of a security, mutual fund or investment... Read More →
Over the years, international investors have searched for yield and found themselves looking towards Africa. One source of remarkably consistent alpha and attractive risk- adjusted returns has been the South African hedge fund industry. With a market capitalisation of US$354bn,... Read More →
InvestSA (August 2016) The Laurium Flexible Prescient Fund celebrates three years with chart topping performance… Want to beat good investment returns that beat inflation and the markets? Just ask the managers of the Laurium Flexible Prescient Fund.
Africa Global Funds (August 2016) One source of remarkably consistent alpha and attractive risk-adjusted returns has been the South African hedge fund industry. While it is true that it is difficult, if not impossible to hedge in most markets throughout... Read More →
Banking stocks fell sharply in December 2015 Despite the meaningful risks looming over South Africa’s banking sector, the current combination of attractive dividend yields and relatively cheap valuations presents attractive prospective medium-term returns for investors in local bank shares, despite... Read More →
Laurium Capital (July 2016) African equities have still managed to outperform SA. Africa has long held a very ambivalent, almost bipolar, place in most investors’ minds, with even the most experienced commentators getting it completely wrong. For example: In the early 2000s... Read More →
Written by: Dwayne Dippenaar, Research Analyst at Laurium Capital The South African market’s performance year-to-date has been predominantly driven by the commodity sector. Through the end of May, the All-Share Index is up 7.5%, while resources are up 23.5% and... Read More →