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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Merchant West | - | - | AVI.JO, CL, NPN.JO, OUT.JO, PG, PRX.AS | Central Banks, China, emerging markets, Government Unity, interest rates, REITs, South Africa | The Government of National Unity has generated positive momentum with business confidence rising and financial markets rallying strongly. The FTSE/JSE All Share Index gained 9.6% in Q3, with SA Inc stocks leading performance as consumer and business confidence gradually returns. | View | |
| 2025 Q1 | Mar 31, 2025 | Merchant West | - | - | ADH.JO, AVI.JO, BOX.JO, CPI.JO, LHC.JO, MC.PA, OUT.JO, PNP.JO, SHP.JO, TIF | dividends, Economic Reform, growth, Luxury, retail, South Africa | South Africa faces significant economic challenges with GDP growth averaging just 0.6% annually over the past decade, compared to 2.4% for the US and 1.5% for the EU. The World Bank highlights excessive institutional burden that smothers implementation capacity and creates corruption opportunities. However, the new Government of National Unity offers prospects for structural reform and quick wins to foster improved confidence and catalyse growth. | MC.PA BOX.JO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||