BizNews BizNews Radio

BNC#6: Fraser Q&A – Hedge fund evolution, investment strategies and SA outlook

--:--
During a Q&A session at BNC#6 in Hermanus, Peregrine Capital Executive Chairman David Fraser discussed various topics including the hedge fund environment, small-cap investments, and South Africa's state-owned entities. Fraser noted increased hedge fund marketing and traction, particularly with lower volatility and higher returns. He delved into specific investments and challenges facing South Africa, such as load shedding and the future of the JSE. Fraser emphasised a pragmatic approach to investments, seeing potential short-term opportunities in South Africa and long-term potential in tech.
19 Apr 5AM English South Africa Investing · Business News

Other recent episodes

SA set to export nuclear reactors in 5 years…

Nuclear physicist Dr. Kelvin Kemm of Stratek Global, the company behind the local development of a Small Nuclear Reactor system, aims to be ready to export the reactors in five years’ time. He tells BizNews that there has been interest from places as far afield as Canada, “great interest” from…
9 May 10AM 36 min

Solar-powered Middleton agrees with Biccard - Loadshedding improvement is very real

Ahead of his keynote to the BizNews Conference in London, GoSolr CEO and co-founder Andrew Middleton shares some unappreciated good news on South Africa’s energy front. With 75MW in rooftop solar of its initial target 500MW already installed, GoSolr is part of a surge in private sector electricity provision. Middleton…
8 May 9AM 21 min

The political party to end all parties…

Lauren Eventhia Bernardo, the founder of the Organic Humanity Movement (OHM) Party, advocates a political system that will remove political parties - and in which only independents will run for public office. In this interview with BizNews, she says that will enable the voter to vote directly for all of…
8 May 9AM 10 min

Alec Hogg: Joining SA’s political, social, economic dots with Second Level Thinking

BizNews editor Alec Hogg drew upon the great investment guru Howard Marks for inspiration in his address this morning to a packed room of Third Age University members in Hermanus. Among the hallmarks of Marks’ approach to investing (and life) is accepting that rational conclusions require ‘deep, complex and convoluted’…
7 May 9AM 45 min
All episodes