August 11, 2026
Beyond the Prompt:Capitalising on the AI Stack
In this latest Investment Insights thought piece, we explore why we own the constraint...
News & Insight
Zwelakhe Mnguni analyses the impact of rising oil prices, higher-for-longer interest rates and the...
August 3, 2026
Not All Quality Is Equal: The BQS and the Shades of Quality in a Value-Led Market by Zwelakhe Mnguni
Zwelakhe examines the Benguela Quality Score (BQS), the five shades of quality, and how...
July 13, 2026
Sparring with Offshore Retail Disaster: A Quality Investor’s Requiem for a Fallen Core Holding by Zwelakhe Mnguni
Zwelakhe examines how SPAR's offshore expansion eroded shareholder value, weakened its competitive advantage, and...
SpaceX has redefined innovation, but does its valuation reflect reality? In this latest Investment...
In this thought piece, Zwelakhe examines the global implications of recent developments in Venezuela,...
In this thought piece, Zwelakhe examines the global implications of recent developments in Venezuela,...
January 12, 2026
2026 Global Outlook: The Great Rotation by Zwelakhe Mnguni
In this thought piece, Zwelakhe explores the growing disconnect between the real economy and...
Discover cutting-edge insights from Benguela Global Fund Managers’ latest thought piece by Event Sanele...
From security guard to CIO, Mnguni’s career trajectory is testament to hard work, dedication...