Is investment performance really a function of manager size?

Senior Portfolio Manager Charles de Kock reflects on an exceptionally volatile start to the year, marked by geopolitical conflict and market uncertainty. He considers the implications for investors while reinforcing a disciplined, long-term approach.

Senior Portfolio Manager Charles de Kock reviews a year of strong market returns, reflecting on rising concentration risk within equity markets. He also outlines why valuation discipline and diversification remain central to how we invest.

We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?