What are the invisible costs of the crowded core? Fund Manager Dirk Jooste is presenting at next week’s Meet the Managers sessions in Joburg & Cape Town, sharing his insights into how the ‘machine’ is perpetuating market patterns, potentially to the detriment of investors.
In our latest #PSGAnglesAndPerspectives, we shed more light on the independent thinking that often leads us to take a different viewpoint to the popular consensus. This edition features articles by Kevin Cousins, John Gilchrist and Marc Beckenstrater. Read more: https://t.co/6dlfd2c47V
Recently, CIO John Gilchrist and Senior Analyst Gavin Rabbolini attended conferences in Shanghai and Hong Kong, and engaged with the management teams of selected companies that they believed warranted a closer look as part of our globally integrated investment process.
Fund managers warn that rapidly shifting geopolitical risks, #inflation uncertainty & volatile #markets are forcing #investors to become more adaptable.
@DURITZ79 shares insights from Matrix Fund Managers, @PSG_AM & @36ONE from an Inn8 Invest summit.
https://t.co/d6uTV9AqLa
We actively seek out opportunities to acquire quality assets at attractive valuations, while keeping an eye on the overall risk levels in our portfolios. Read the #PSGAngle to find out how we equip our funds to meet their long-term objectives amidst uncertainty. https://t.co/HdIHaFpOxX
We offer a range of local and global funds across the risk spectrum. Our latest fund fact sheets are available online.
Click here to view them: https://t.co/b5Oy4497a5
#fundfactsheets#MDDs#factsheets
According to CIO John Gilchrist, recent heightened geopolitical tensions triggered sharp swings in market sentiment, driving volatility. In this article he speaks to questions that naturally arise about how investors respond to fast‑changing conditions. https://t.co/USdVT7A0dZ
A look at @PSG_AM's contrarian bet against #USstocks, as it eyes global rotation.
The strategy has rebounded strongly over the last year, but long-term underperformance raises questions. Insights from co-managers Gregory Hopkins and Philipp Wörz here.
https://t.co/jenIVFJMnz
A new look. The same trusted partnership. While our look is changing, what matters most stays the same: our commitment to trusted advice, long-term relationships and putting our client's interests first.
Visit https://t.co/SzqpPaceFx to see what our financial expertise can do for you
In this video, Deputy CIO Greg Hopkins discusses the management and positioning of our global funds. He highlights the current opportunities and addresses some of the risks investors should be aware of.
Watch here: https://t.co/6UVa5gKqyS
View the fund fact sheet here: https://t.co/ufWQn5Qq35
Our latest fund fact sheets and portfolio commentaries are available. They are a great source of insight into our team's recent fund views. https://t.co/b5Oy4497a5
@PSGfinservices released its annual results for the year ended 28 February 2026, achieving a 33.5% increase in recurring headline earnings per share. Assets managed by this division increased by 37.7% to R83.7 billion: https://t.co/3WM9NWK0I5
In a @CitywireSA panel discussion, Head of Equities Justin Floor explains the importance of time horizon in geopolitical conflict and how best to position portfolios. Listen to the full conversation here. https://t.co/5sPvpGuDUn
In this video, Head of Research, Kevin Cousins, outlines how macroeconomic perspectives are integrated into our investment philosophy and how this enhances the construction of resilient client portfolios. https://t.co/JmoPAMujR2
Watch: Terebinth Capital's Ann Sebastian, @PSG_AM's Justin Floor, @PPS_SA Investments' Reza Hendrickse & @27four's Fatima Vawda discuss how geopolitical shocks, tech‑sector resets & SA equity valuations are forming their outlook for underlying holdings.
https://t.co/PfotO7Sa7K
In this video, Fund Manager Mikhail Motala unpacks the approach behind the award‑winning PSG SA Equity Fund. He discusses navigating high local index concentration and the role the fund plays in client portfolios. https://t.co/tr5D7QqZWK
Deputy CIO, Greg Hopkins believes focusing on the overlooked and unpopular areas of the market offers a disproportionate likelihood of rewarding investors in the long run. In a recent @MMMagZA article, he discusses the opportunities that fit the bill in UK mid-caps. https://t.co/FgSpPFrXll
Watch: @PPS_SA's Reza Hendrickse, Terebinth Capital's Ann Sebastian & @PSG_AM's Justin Floor discuss the scarcity of new local #investment style ideas, multi‑factor quants' pressure & #volatility's growing impact, with @27four's Fatima Vawda.
#investing
https://t.co/eR5A5QgzEf