Electus Quarterly Strategy Note January 2020

In the January 2020 Strategy Note we cover the following:

  • Analysis, by Mish-al Emeran, on Sasol's history and how its poor corporate decision making and capital allocation negatively impacted the investment case and destroyed value for shareholders.
  • Brief Global and South African Equity Market Overview and Valuation.
  • Brief Electus Fund Management Overview, including absolute & relative return performance over meaningful time periods for the SA Long Funds, with best-in-class Risk Management metrics.

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