Benguela Global Newsletter: The Navigator Q2 2020
In this edition of The Navigator, we welcome you to Benguela Global – a proudly South African, Global investment management firm. We explain why ranking risk above returns is critical in the post Covid-19 Era of investment management, before sharing the consequences of last quarter’s downgrade on South Africa and our SA funds. We focus on Discovery Group, then show how investors need not look abroad for their global portfolio management before answering the question of whether taking increased active risk, truly enhances active returns. Finally, this edition closes with an introduction to our leaders.
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