Nedgroup Investments appoints Truffle as new “best of breed” manager of the Nedgroup Investments Managed Fund
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Nedgroup Investments appoints Truffle as new “best of breed” manager
Tagged with: Nedgroup Investments, Nedgroup Investments Managed Fund, RE:CM, Truffle Asset Management
Posted in News, Press Room
Posted in News, Press Room
Quality vs Price: Good Investments vs Good Businesses
This article highlights RECM’s definition of quality and discusses why, in the absence of quality businesses trading cheaply, the alternative of buying average businesses at low prices is a better strategy than buying even very high quality businesses at any price.
Performance Fees – Aligning Our Interests With Those of Our Co-Investors
Jan van Niekerk from RECM, explains performance fees and what RECM does to make sure they’re fair.
Good investments vs good businesses
Quality, like beauty, is in the eye of the beholder. The popular perception of what constitutes a “quality business” tends to change depending on what has done well in the recent past.
Who’s The Idiot Now?
Portfolio manager, Wilhelm Hertzog, looks back at global markets over the last five years in Who’s The Idiot Now?
Investing in the Face of Uncertainty
This article explores the concept of uncertainty and that it’s present in all market environments. It speaks to why investors shouldn’t shy away from uncertainty.
Investing in the Face of Uncertainty
Exploring the concept of uncertainty and why investors should devise a robust investment strategy.
RE:CM – RE:FOCUS – Portfolio Manager Monthly – June 2013
RE:CM’s thinking behind selected recent management actions in Global Balanced Mandates and provides context to their current positioning against the backdrop of their investment opportunity set.
The Value of Diversification
Diversification is all about spreading your investments over a range of assets, managers and markets. It is an excellent and proven way to reduce the risk of financial disasters.
Robust Investment Strategy Necessary in Uncertain Economic Environment
Piet Viljoen, Chairman of RE:CM, a value based asset manager, says that with South Africa experiencing high levels of economic uncertainty, a robust investment strategy is crucial to defend investors against a number of market volatilities.
Tagged with: financial planning, investment advice, Investment Strategy, RE:CM
Posted in News, Press Room
Posted in News, Press Room
