Portfolio Management Research

Active management’s changing face
01 July

Active management’s changing face

Understanding the behaviour of Growth and Value investment strategies
01 March

Growth or value? This question rarely escapes any discussion about investment philosophy, strategy or process, particularly when it comes to equity…

2019 Market Outlook
20 November

South African investors face numerous headwinds, from low domestic economic growth, the tightening US monetary policy, an unwinding of the Federal…

Are You The Source Of Alpha For Your Competitors’ Portfolios?
01 July

“Most portfolio decision makers should go out of business – take up plumbing, teach Greek or help produce the annual GNP by serving as corporate…