Welcome to the latest edition of the Angles & Perspectives - Q1 2025

Angles & Perspectives Q1 2025

Volatility is expected to remain high for some time globally. In this edition, we explore how investors can navigate this uncertainty and still aim to grow and maintain their wealth. Fund Manager Shaun le Roux discusses positioning portfolios for policy changes affecting the macro environment, Head of Equities Justin Floor highlights the role special situations can play in adding sources of uncorrelated returns to portfolios and Fund Manager Dirk Jooste highlights how the PSG Stable Fund targets an asymmetric return profile while retaining a meaningful allocation to growth assets.

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Introduction
Lyle Sankar
CEO, PSG Asset Management

Positioning portfolios for policy changes: a fragile GNU and a new world order
Shaun le Roux

The catalyst and the case: Unlocking equity returns through special situations
Justin Floor

How the PSG Stable Fund targets an asymmetric return profile
Dirk Jooste

Performance to 31 March 2025
Click here to view the performance of the funds to 31 March 2025

Local unit trust summary
Click here to view a summary of the local unit trusts

Global unit trust summary
Click here to view a summary of the global unit trusts