In the April 2019 Strategy Note we cover the following:
- In-depth research by Mish-al Emeran on the competitive and
fast-changing Telecommunications (Telco) industry and MTN, Vodacom
& Telkom's positioning within South Africa and Rest of
- Brief Global and South African Equity Market Overview and
- Brief Electus Fund Management Overview, including:
- Top Quartile relative performance for SA Long Funds for 1 and 3
years to December 2018.
- Good, almost 3-year track record for SA Long/Short Equity Hedge
Fund, outperforming the JSE Capped Swix All Share Index.