Just when you thought …
\”It is better to be roughly right than precisely wrong\” – John Maynard Keynes Just when you thought it was time for a good break, along comes Omicron, the latest variant of the SARS Cov-19 virus. In many ways, this is another reminder that the future is not certain. Trying to predict the future precisely is thus […]
Invitation Letter – Lunar Youth League
Dear Lunar Clients We are in the process of extending our Lunar Youth League to our existing clients and we would like you to join! At Lunar Capital, our core purpose is to meaningfully impact the investment culture of communities and people whose lives we touch. We believe that learning is foundational to creating a […]
Introducing Tech Talk – Shopriteˣ
We at Lunar Capital follow an investment philosophy of “Growth at a Reasonable Price”. This essentially guides us to look for companies that have a growth strategy and that are trading at a reasonable price relative to their growth potential. This ultimately leads us to technology companies and companies that utilise technology to drive their […]
Lunar Capital Webinar – Celebrating 5 Years & New Offshore Launch
5 Year Performance & Offshore Portfolio Launch Ashraf Garda in conversation with Sabir Munshi & Guni Goolab Prof Shabir Madhi on Covid 19 Download the Example Family Balance Sheet
Rating by citywire.co.za
We are proud at Lunar Capital to be recognised by Patrick Cairns from citywire.co.za on the performance and rating of the Lunar BCI Worldwide Flexible Fund. https://citywire.co.za/news/sas-top-rated-balanced-fund-managers/a1470456?ref=international-south-africa-latest-news-list#i=5
End of Year 2020 Report
“The value of our good(s)* is not measured by what it does, but by the amount of good it does to the one concerned.” Milton S Hershey At Lunar Capital, our ultimate measurement of how well we are doing is not by the fees that we earn or by the value of our assets […]
Exposure to cutting-edge global businesses
Timothy Rangongo from finweek reviewed the Lunar BCI Worldwide Flexible Fund. Read his review: “Exposure to cutting-edge global businesses”
Local or Offshore?
Blog 43 – Local or Offshore? The debate on whether to invest locally or offshore has been raging again recently. Many financial commentators are comparing the returns on the JSE All Share index to the S&P 500 Index. The JSE All Share Index (ALSI) represents the broad South African stock market and the S&P 500 […]
Covid-19
Our Performance and Investment Strategy during the Covid-19 Pandemic.
Portfolio Manager’s Report as at 31 December 2019
LUNAR BCI Worldwide Flexible Fund Investing is not easy because the market can behave in ways that is irrational in the eyes of investors or unexpected given investor sentiment and macro-economic trends. Our job as investors is thus to be able to sift through all the information that could affect share prices and identify those […]