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It’s not just about Tencent, games and China

A good quarter for investors, but a tough one for South Africa

We continue to focus on valuation to find attractive opportunities

2017 proved to be a strong year for most asset classes and our portfolios performed well over the period

Revisiting the investment case

“You can’t always get what you want, but if you try sometimes you just might find you get what you need.” – The Rolling Stones

Enough already!

“In the midst of chaos, there is also opportunity.” – Sun Tzu