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.