HedgeNews Africa Third Quarter 2015 The Laurium range of funds have performed well in tricky conditions, taking advantage of trading opportunities and short-term inefficiencies to add value.
Money Marketing (July 2015) Hedge fund regulations have been passed, now they must be implemented. More transparency and better investor protection are on the cards for South African hedge funds and their investors.
Money Marketing (31 May 2015) Equities are a key generator of performance. Over time, equities are the top performing asset class, and the returns they offer can be much greater than the returns of bonds and cash. Kim Hubner, head... Read More →
Money Marketing (March 2015) Thabo Ncalo & Humphrey Gathungu, Stanlib 1. Economies and markets in Africa face challenges – for example Nigeria is affected by the fall in the oil price, and Egypt was affected by the uprising. Liquidity is... Read More →
Money Marketing (March 2015) Asset allocation and stockpicking key to good performance of flexible funds Multi asset fund investors may focus on the returns appropriate asset allocation adds, but stockpicking also contributes to performance. This is according to Kim Hubner,... Read More →
Market Commentator (6 March 2015) Murray Winckler – co-founder and portfolio manager at Laurium Capital, on favoured stocks, stock market drivers, the appeal of hedge funds and African opportunities. Hanna Barry: Welcome to this Market Commentator podcast, Moneyweb’s series of... Read More →
Introduction As a flexible fund, the fund can invest between 0 and 100% of its portfolio in equities. As such, it is not Regulation 28 compliant. Fund manager Murray Winckler says the fund will probably have an 80% equity exposure... Read More →
Invest SA (Dec/Jan Issue 2014) The 2008 market crash really demonstrated to investors that things can go badly wrong in mainstream assets classes like stocks and bonds, and that some of their time would be well spent in looking... Read More →
Glacier Funds on Friday (24 October 2014) ABIL’s (African Bank Investment Limited) shock SENS announcement on the morning of 6th of August 2014 threw the South African financial industry into unknown territory. As the bank’s share price began its sharp... Read More →
Markets around the world have been in bull-market territory for five years now, with stocks trading at record highs. It hasn’t necessarily been a smooth ride, but long-only investors should have done well enough with buy-and-hold equity strategies in the... Read More →