Our quarterly market reports
Our Quarterly Market Report provides powerful empirical evidence as to why we are confident that our investment philosophy and process, closely followed, will deliver market beating returns for our clients over time. This work again points to controllable factors - markets move wildly, falling in and out of love with different sectors and companies, but we have a defined formula that works and we stick to our guns by only owning quality companies when they are incorrectly valued by other investors. We discuss stocks in this report, delving into our investment cases for specific securities which we own.
CURRENT QUARTERLY REPORT
2024 – Quarter 3
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THE BIG PICTURE
Myth Busters
In this article, I explore the phenomenon of overvalued assets and how social media amplifies speculative investment trends. Drawing from historical events like the tulip mania and the dotcom bubble, I illustrate how investors are often lured into these frenzies by influential voices, only to face future losses. Ultimately, one is reminded to focus on long-term, sustainable investments rather than market fads.
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FROM THE ANALYSTS
Strategic Asset Allocation: A solid foundation, but not without flaws
Strategic Asset Allocation (SAA) is a long-term investment strategy that establishes target allocations across different asset classes, such as equities, bonds, and cash, based on an investor's risk tolerance, objectives, and time horizon. While SAA offers a disciplined approach to portfolio construction—diversifying risk and aiming for stable, long-term returns—it is not without its challenges.
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STAFF MEMBER PROFILE
Staff Member Profile: Adam Strydom
When did your interests in financial markets start?
My interest in financial markets began at a young age, during my primary school years. It was then that I took my first steps in managing my own money, and quickly became fascinated with budgeting, saving, and investing. I was fortunate to have my father as a mentor in this field, who nurtured my curiosity and shared invaluable lessons about the financial markets. As I grew older, this passion deepened, leading me to pursue financial subjects in high school and take charge of my own share portfolio. I sought every opportunity to gain practical experience, from vacation jobs to further guidance from my father. This journey solidified my commitment to the world of finance.
QUARTERLY REPORTS ARCHIVE
Browse all our quarterly reports available by selecting the period from the dropdowns using year and date.