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