Truffle shares its views on the outlook for the SA market.
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We are not finding value in US equity, said Nicole Agar, co-portfolio manager of the Nedgroup Investments Balanced fund.
Truffle shares its views about low equity funds.
Truffle sees opportunities in local equities but have warned investors to be patient.
The boutique remains focused on areas of the market where assets trade at deep discounts to their intrinsic value.
For the second consecutive year, Truffle wins the SA equity group award.
Truffle is nominated for the South African equity group Citywire award.
Momentum gains increased indirect minority stakes in several local boutique fund managers via the deal.
Shares in Dutch technology investor Prosus are rallying thanks to a share price recovery in its huge Tencent stake and management efforts to rein in its discount.
CIO Iain Power remains conservatively positioned in the Amplify SCI Wealth Protector fund, but believes that opportunities will emerge later this year and into 2024.