Tag: Philipp Wörz
Active investment management – picking tomorrow’s winners, not yesterday’s
What does it mean to be the best possible custodians of our clients’ capital? To us, it means equipping our clients to build wealth over the long term. This is a broad mandate, and it presents more challenges than first appear. Markets are constantly changing. These changes extend beyond the daily gyrations that dominate headlines. At a deeper level, relationships between asset classes, leading market sectors, and levels of market concentration shift over long cycles.
Integrated investing advantage – outperform for offshore positioning
For South Africans, investing has always been a global game. This is not only because Regulation 28 of the Pension Funds Act has allowed investors to include up to 45% offshore assets in their portfolios for the last three years. It is also because South Africa’s economy and stock market are small compared to the rest of the world. Furthermore, the JSE itself is becoming increasingly global in nature.
