Electus Quarterly Strategy Note April 2019

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 Africa.
  • Brief Global and South African Equity Market Overview and Valuation.
  • 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.

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