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18
November 2025
Welcome to the latest edition of the Angles & Perspectives - Q3 2025
PSG Asset Management
Lyle Sankar, Chief Executive Officer
PSG Asset Management
Kevin Cousins, Head of Research
PSG Asset Management
Shaun le Roux, Fund Manager
Asset Management
Mikhail Motala, Fund Manager
Asset Management
Philipp Wörz, Fund Manager
PSG Asset Management
Greg Hopkins, Deputy-Chief Investment Officer
PSG Asset Management
In this edition, we consider what lies ahead after a strong run in equity markets and given rising levels of market concentration. Head of Research Kevin Cousins highlights the hidden risks in hugging an index. Fund Managers Shaun le Roux and Mikhail Motala unpack the drivers behind the equity rally, and share where they are currently finding opportunities locally. Finally, Fund Manager Philipp Wӧrz and Deputy Chief Investment Officer Greg Hopkins turn their focus to global markets, and explain the value of our differentiated approach.
Angles & Perspectives Q3 2025
In this edition, we consider what lies ahead after a strong run in equity markets and given rising levels of market concentration. Head of Research Kevin Cousins highlights the hidden risks in hugging an index. Fund Managers Shaun le Roux and Mikhail Motala unpack the drivers behind the equity rally, and share where they are currently finding opportunities locally. Finally, Fund Manager Philipp Wӧrz and Deputy Chief Investment Officer Greg Hopkins turn their focus to global markets, and explain the value of our differentiated approach.
Introduction
Lyle Sankar
CEO, PSG Asset Management
The hidden risks of hugging an index
Kevin Cousins
Can equity markets continue their strong run?
Shaun le Roux and Mikhail Motala
Opportunities unseen: finding what others have missed
Philipp Wörz and Greg Hopkins
Performance to 30 September 2025
Click here to view the performance of the funds to 30 September 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
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Introduction - Angles & Perspectives Q3 2025
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Read moreCan equity markets continue their strong run? - Angles & Perspectives Q3 2025
Read moreOpportunities unseen: finding what others have missed - Angles & Perspectives Q3 2025
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