Electus Quarterly Strategy Note Q3 2018

In the attached Q3 2018 Strategy Note (also Click here to view this Q3 2018 Strategy Note) we cover the following:

  • In-depth research by Neil Brown on the Global Tobacco Industry and British American Tobacco.
  • Brief Global and South African 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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