Electus Quarterly Strategy Note Q3 2019

In the attached Quarterly Strategy Note (also Click here to view Q3 2019's Quarterly Strategy Note) we cover the following:

  • In-depth research by Damon Buss on the South African Automotive retail and dealership industry and why we invest Client funds into Combined Motor Holdings (CMH).
  • 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.
  • 3-year track record for the SA Long/Short Equity Hedge Fund.

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