May 8, 2020
Karl Gevers on Business Day TV Stock Watch Show – Part 1
Chantal Marx of FNB Wealth and Investments and Karl Gevers of Benguela Fund Managers...
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News and Insights
April 30, 2020
Manager Skill – Does High Active Share Make A Better Portfolio?
Active share is useful in evaluating whether an active manager has a portfolio that...
April 21, 2020
Benguela Global Fund Managers: Starting from Scratch
Starting Good Investment Habits in the Heat of the Covid-19 Crisis and How Benguela...
April 17, 2020
Karl Gevers on Business Day TV Stock Watch Show – Market Report
David Shapiro from Sasfin Securities and Karl Gevers from Benguela Global Fund Managers joins...
April 3, 2020
Karl Gevers on Business Day TV Stock Watch Show
Joining the Stock Watch desk this week is Joseph Busha Of JM Busha...
April 1, 2020
South African’s Sovereign Credit Rating Downgraded to “Junk”
Moody’s on Friday, 27 March 2020 announced that they were cutting South Africa’s sovereign...
March 27, 2020
Zwelakhe Mnguni on Business Day TV Stock Watch Show
Joining the Stock Watch desk this week is Zwelakhe Mnguni of Benguela Fund Managers...
March 20, 2020
COVID-19 value destruction on SA market & economy
On the 04th of March, the bond yield on a 10 year South African...
March 17, 2020
Benguela Global Letter to Clients on CoVid19 Market Volatility
Dear Client.. Since the beginning of 2020, the Benguela team undertook to share, in...
March 12, 2020
Is there a silver lining for troubled Sasol? astonishing decline in its share price
Sasol has seen an astonishing decline in its share price since Monday’s oil price...
February 14, 2020
Karl Gevers on Business Day TV Stock Watch Show Part 1
Putting into the spotlight some of the stocks that cropped up as our market...
January 9, 2020
Benguela Global Macro Outlook 1Q 2020…….
The investment community is confronted with a flurry of mostly economic news and, to...