Seizing opportunities by Omri Thomas, Manager of the Nedgroup Investments Opportunity Fund

he Nedgroup Investments Opportunity Fund is structured to maximize expected returns for an acceptable level of downside risk. To this end, we are prepared to adjust the asset allocation quite actively if needs be; we will go where the opportunities are.

Time to read: 5 min

Offshore investments: Open for business by Trevor Garvin, Head of Multi-Management

There have been many headlines in the national newspapers and financial magazines commenting on the current South African political climate as well as the numerous headwinds that both the country and the world are facing from an economic perspective.

Time to read: 4 min

Where advisors really add value by Nic Andrew, Head of Nedgroup Investments

Good advisors should first make sure that they are adding this value (whether it is true and sustainable) and secondly present their services in such a way that their clients recognise and appreciate this contribution. Such advisors are likely to be able to withstand the rapid change and position themselves and their businesses for a successful future.

Time to read: 5 min

A square peg in a round hole by Iain Power , Manager of the Nedgroup Investments Balanced Fund

Old Mutual is currently one of the biggest positions in our portfolios. From a valuation perspective the stock is attractively priced with many of its underlying divisions trading at a significant discount to their fair value. At a group level, the stock as a whole offers an attractive entry dividend yield and a compound annual growth rate in earnings of 12.5% p.a.

Time to read: 7 min

The art of portfolio construction by Jannie Leach, Head of Core Investments

Portfolio construction, at the fund management level, has to deal with the complexities of the markets and needs to ensure that the portfolio can achieve the set investment goals while staying on track during turbulent and uncertain times.

Time to read: 7 min