Electus Quarterly Strategy Note October 2019

In the Quarterly Strategy Note (also Click here to view October 2019's Quarterly Strategy Note) we cover the following:

  • Analysis, by Neil Brown, whether South Africa Incorporated (SA Inc) businesses are broken or are they strong buys, as well as analysis of the 5 key factors that we believe led to the downfall of many SA Inc businesses over the past 10 years.
  • Brief Global and South African Equity Market Overview and Valuation.
  • Brief Electus Fund Management Overview, including excellent absolute and relative return performance over any meaningful time period for the SA Long Funds, with best-in-class Risk Management metrics.

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