Publications
Week in and out, the arduous search for funds to review for finweek’s Fund in Focus page, for which outperformance is part of the criteria, has attested to the challenge of generating alpha (the additional performance when compared to the general market or benchmarks). The pursuit of outperformance has been no different to that of searching for needles in haystacks.
In this article, we will look at the investment strategy and approaches employed by a handful of SA equity funds that have successfully manoeuvred the lingering market uncertainty and ensuing losses, how they went about picking unbeaten stocks and where they are searching for their next alpha.
Forensic accounting analysis as key competitive advantage
