In the Q4 2018 Strategy Note we cover
- In-depth research by Richard Hasson on Tencent and its unique
leading position within the Chinese Internet Sector.
- Brief Global and South African Equity Market Overview and
- Brief Electus Fund Management Overview, including:
- Top Quartile relative performance for SA Long Funds over 1 and
3 years to December 2018.
- Good 2-year track record for SA Long/Short Equity Hedge Fund,
outperforming the JSE Capped Swix All Share Index.