"Long live Mr. Market!" by Victor Seanie, Head of Research and Co-Portfolio Manager It examines...
News & Insight
From security guard to CIO, Mnguni’s career trajectory is testament to hard work, dedication...
"Long live Mr. Market!" by Victor Seanie, Head of Research and Co-Portfolio Manager It examines...
"Don’t Look a Panicky Market Gift Horse in the Mouth: Trump’s Trade Tariffs Unveil...
Global markets are reeling from new U.S. tariffs, raising fears of stagflation. In this...
Benguela Global Fund Managers believe investors need a margin of safety when going into...
Our Chief Investment Officer, Zwelakhe Mnguni authored a insightful throught piece titled "DeepSeek’s Breakthrough:...
Our Head of Global Research, Paul Ross, has been investigating the implications of Tencent’s...
December 3, 2024
What the Trump Presidency means for global markets
This paper explores the potential impact of the 2024 US elections and the return...
Benguela Global Fund Managers believe investors need a margin of safety when going into...