Interviews

Interviews

Patience pays for Allan Gray Africa

The Allan Gray Africa team saw patience rewarded last year as African equity markets grew strongly, validating long-held value calls

“Unpredictable” China still offers value

Without local knowledge and patient capital, China can be risky, says Dawid Krige at Cederberg Capital

ESG vital in hedge fund practice

Integrating ESG factors into investment strategies is part of the global agenda, notes CRISA's Oliphant

Momentum builds African real estate

London-based Momentum Global Investment Management is live with three projects in its Momentum Africa Real Estate Fund

Mazi extends business reach

Johannesburg-based Mazi Asset Management has made significant strides in building a diversified asset management company

Paragon uses artificial intelligence

The strategy is designed to have a low correlation to other asset classes, largely driven by an evolving set of diversified trading algorithms that profit from uncorrelated market phenomena

Balanced approach pays off for Obsidian

Johannesburg-based Obsidian Capital, founded by industry veterans Royce Long and Richard Simpson, is making steady progress with its multi-asset and long/short retail investor hedge...

Fairtree’s Blackwood comes of age

The commodities team at Fairtree Capital has carefully honed its philosophy and processes in the past 18 months, reaching a new level of maturity...

Investec fixed income makes headway

The Investec Fixed Income QI Hedge Fund is continuing to make headway, investing both locally and globally in ‘paradoxical’ markets, with a deteriorating local...

Momentum refines FoHF structure for more probable outcomes

Momentum Investments’ “hedge fund replication” programme is taking shape as it beds down its outcomes-based investment philosophy