The purpose of the webpage is to keep my clients informed about market and financial planning developments. Be it my views or the views of other commentators that I respect.

In terms of our Wealth Strategy asset allocation is important. We endevour to have the asset class returns reported by the 15th of the month.

The Client Portal has information on the funds that we use, share portfolio managers that manage local and offshore equities on behalf of our clients and our investment philosophy.

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Fundsmith: Portfolio changes

Article from Citywire Star fund manager Terry Smith has sold his stake in Reckitt Benckiser (RB), ending his backing for the consumer goods giant he has held for more than a decade. Citywire AA-rated Smith sold the shares, a feature of the original Fundsmith Equity portfolio when the fund launched in 2010, last month. Changes…
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Adapting asset allocation to changing scenarios in SA!

Anchor Capital’s Nolan Wapenaar thinks that prudent allocation must take into account a range of possible outcomes for South Africa. by PATRICK CAIRNS (www.citywire.co.za) Posted 15 OCTOBER, 2020 AT 03:30 One of the key considerations in any asset allocation decision at the moment is the state of South Africa’s economy and government finances. The risk…
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Managing Investment Trends

We spend most of our time on thinking about the current market trends and how it will influence our clients portfolios. How to adapt their asset allocation to take into account the changes in investment trends. Below is a summary of the current trends that we find interesting and that may influence client portfolios. Developed…
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How much should you have offshore?

Warren Ingram is a Director of Galileo Capital, hosts the HonestMoney Podcast and wrote the article below. Although different to our view it is important to listen and understand opposing views. We would have liked if he addressed whether South Africa has structurally changed which in my view is the most important question to address…
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36ONE Hedge Fund 101

We have been using hedge funds in client portfolio’s since our RMB days. Unfortunately taughted to be for the sophisticated and ultra rich investor many investors have missed out on the added diversification that hedge funds brings to a portfolio. We are partial to hedge funds that protect capital. This means gaining less if the…
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