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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 [...]

2021-11-11T08:24:49+00:00 November 11th, 2021|

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 [...]

2021-09-20T12:24:35+00:00 September 20th, 2021|

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

2021-03-02T08:02:12+00:00 March 2nd, 2021|

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 [...]

2021-02-11T10:08:31+00:00 February 11th, 2021|

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 [...]

2020-07-27T13:53:37+00:00 July 27th, 2020|

Covid-19

Our Performance and Investment Strategy during the Covid-19 Pandemic.

2021-07-02T12:30:19+00:00 April 6th, 2020|

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 [...]

2020-01-13T05:21:06+00:00 January 13th, 2020|

Lunar BCI Worldwide Flexible Fund Three-Year Review

View PDFThree Years On July 10, 2019 On 1 June 2019, we celebrated three years since the launch of the Lunar BCI Worldwide Flexible Fund. We are very pleased with the support that we have received from our clients, business partners and our management and staff. Our [...]

2019-07-10T11:09:34+00:00 July 10th, 2019|