Electus Quarterly Strategy Note Q2 2018

In the Q2 2018 Strategy Note (Click here to view this Q2 2018 Strategy Note) we cover the following:

  • In-depth research by Damon Buss on the SA Private Label Food industry and its strong growth.
  • We also discuss our recent investment for Clients into the newly-listed Food company, Libstar.
  • Brief Global and SA Equity Market Overview and Valuation.
  • Brief Electus Fund Management Overview, including:
  • Top Quartile relative performance for SA Long Funds since becoming independent Electus.
  • Good 2-year track record for SA Long/Short Hedge Fund, outperforming JSE Capped Swix.

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