We hope our viewpoints were of interest and offered meaningful insight into our approach and current thinking. For ease of reference, you can download an executive summary of our presentation here.
You can also read the latest edition of The Angle, detailing why now is not the time to be bold when it comes to global equity.
For further content on key themes covered in the presentation, please watch the videos below:
The PSG Asset Management way
Greg Hopkins, Chief Investment Officer, discusses PSG Asset Management’s approach to investing.
‘Management’ – One of PSG Asset Management’s 3 Ms
Greg Hopkins, Chief Investment Officer, discusses the importance of evaluating company management when making investment decisions.
Investment outlook
Greg Hopkins, Chief Investment Officer, outlines where PSG Asset Management is currently seeing risks and opportunities.
Global markets overview
Philipp Wӧrz, Fund Manager of the PSG Global Equity and PSG Global Flexible funds, gives insight into the current global market context and how our global funds are positioned in light of this.
Local market overview
Shaun le Roux, Fund Manager of the PSG Equity and PSG Flexible funds, gives his insights into local market conditions and outlines how the PSG Flexible Fund is positioned in light of this.
Fixed income overview
Ian Scott, Head of Fixed Income at PSG Asset Management, gives insight into fixed income market conditions and outlines where PSG Asset Management is currently seeing risks and opportunities.
PSG Balanced Fund overview: Q4 2017
Paul Bosman, Fund Manager of the PSG Balanced Fund, sets out how the fund is currently positioned and why.
PSG Stable Fund overview: Q4 2017
Paul Bosman, Fund Manager of the PSG Stable Fund, sets out how the fund is currently positioned and why.
