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28 October 2016

PSG Angles and Perspectives Q3: 2016

Introduction

Anet Ahern

As a particularly eventful 12 months draw to a close, this edition of Angles & Perspectives examines our approach to investing in turbulent times. For those of you who have attended our recent ‘Outlook’ events, some of the content will ring a bell, and this would please us no end!.....Read more


Investing in the age of turbulence: positioning portfolios when the politics is confusing and the stakes are high

Shaun le Roux

These are challenging timesd to be making investment decisions . We would characterise the current political and macroeconomic climates in South Africa and abroad as both disturbing and noisy..... Read more

Low equity funds are in the sweet spot

Shaun le Roux Paul Bosman

At PSG Asset Management we have a very simple approach to asset allocation. For every individual nvestment opportunity that we cnsider, we derive a required return on the basis of the company's moat, its management as well as its ability to service debt..... Read more


Cisco - a simple investment with significant scope for growth

In a large investment universe simplicity is often more effective. To deliver above-average investment performance, one of the characteristics of our investment process is to keep things as simple as possible..... Read more


The PSG Equity Fund: long-term market-beating returns

Shaun le Roux Greg Hopkins

The PSG Equity Fund aims to provide investors with superior long-term returns by investing in undervalued local and global companies that meet our investment criteria..... Read more

Portfolio Holdings as at 30 September 2016

  • Click here to view the portfolio holdings of the funds as at 30 September 2016

Performance to 30 September 2016

  • Click here to view the performance of the funds to 30 September 2016

Unit trust summary

  • Click here to view the unit trust summary of the funds as at 30 September 2016

PSG Angles and Perspectives: Q3 2016 (pdf)

  • Click here to view the full document in PDF

Archive of previous editions

  • Click here to view previous editions

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