Some Things Are Best Done Slowly
Kilimanjaro Last month, my wife and I, together with eight great friends had the very challenging opportunity to hike up to the highest point in Africa, Uhuru Peak on Mount Kilimanjaro in Tanzania. Uhuru peak is at 5895 metres above sea level and is also the highest free standing mountain in the world. We had […]
Blexim – Starting a fund now!
Curse or Blessing in disguise? Lunar Capital, the company I co-founded last year and Boutique Collective Investment Schemes have partnered and launched an investment fund (Lunar BCI Worldwide Flexible Fund) on 1 June 2016. If someone had told us that Brexit was going to happen later in the month, I’m pretty sure we would have […]
Investment Selection Methodology
Over many years of investing, one develops an investment philosophy and approach that you start feeling comfortable with. You know that it is not risk free, but you are confident that it gives you a framework for making your investment decisions. It’s also not cast in stone, so you are continuously making adjustments to it […]
Launch Date: Lunar BCI Worldwide Flexible Fund
Date: 27 May 2016 Lunar Capital (Pty) Limited is pleased to announce that the launch date of the Lunar BCI Worldwide Flexible Fund (LBWFA) is 1 June 2016. The fund will be managed by Lunar Capital (Pty) Limited a registered financial services provider in South Africa. The Lunar BCI Worldwide Flexible fund will primarily be […]
Thoughts on investment strategy in the current market
In this blog, I want share with you some of my thinking on how I would position an investment portfolio in the current market. Central banks The current market in South Africa and globally is influenced by a number of factors. What stands out for me however is the role of central bankers in trying […]
Lunar Capital News Brief
Date: 30 April 2016 Lunar BCI Worldwide Flexible Fund Lunar Capital (Pty) Limited was approved as a registered financial services provider by the Financial Services Board of South Africa in February 2016. Lunar Capital have partnered with Boutique Collective Investments (RF) (Pty) Limited to establish the Lunar BCI Worldwide Flexible Fund (LBWFA). The fund was […]
Investing in Turbulent Times
We are currently bombarded with negative news, globally as well as in South Africa. There’s a lot of noise about the poor global economy been weak, poor demand from China with significant ramifications for resource based economies, economic and political woes in South Africa, etc. It is natural then that investors or potential investors find […]
Growth at a Fair Price
In this blog, I want to share the investment philosophy and approach that I use for my own investments. I have termed it Growth at a Fair Price. In my previous blog, Developing your Investment Philosophy, I discussed how you should develop your investment philosophy and approach that is suitable for you; given your circumstances, […]
Developing Your Investment Philosophy
Investing is not easy. Even after many years of studying and experience in investing, many investment managers can still find themselves flummoxed by the markets. Yet, everyone should have a strategy for investing for their futures, so that they can increase their personal value (#MyPersonalValue) and get the benefit of time in (not timing) the […]
Why you need to start investing now.
This is the transcript of a talk that I am giving to the staff of various organisations and groups of individuals and the topic is “Why you need to start investing now”. I am incredibly grateful that I have had an interest in investing from a very early part of my adulthood, both in seeking […]