Electus Quarterly Strategy Note Q4 2018

In the Q4 2018 Strategy Note we cover the following:

  • 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 Valuation.
  • 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.

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