Latest Newsletter

Our quarterly newsletters give you some insights into our investment thinking.

Recent Awards

2021 Best (SA-Domiciled) Global Equity General  Fund on a risk-adjusted basis over five years – Raging Bull Certificate for BlueAlpha BCI Global Equity Fund

2021 Best (SA-Domiciled) Worldwide Multi-Asset Flexible Fund on a risk-adjusted basis over five years – Raging Bull Certificate for Select BCI Worldwide Flexible Fund (managed by BlueAlpha)

2019 Winner of a Raging Bull Award for Top Performing Fund (BlueAlpha BCI Global Equity Fund) in the Global Equity General sector over a 3-year period

2019 Best (SA-Domiciled) Worldwide Multi-Asset Flexible Fund on a straight-line performance over three years – Raging Bull Certificate for Select BCI Worldwide Flexible Fund (managed by BlueAlpha)

2019 Winner of Best Flexible Allocation Fund, Select BCI Worldwide Flexible Fund (managed by BlueAlpha) Morningstar Awards.

2018 – Winner of a Raging Bull Award for Top Performing Fund (BlueAlpha BCI Global Equity Fund) in the Global Equity General sector over a 3-year period

2018 Best (SA-Domiciled) Worldwide Multi-Asset Flexible Fund on a Risk-Adjusted Basis for performance over five years – Raging Bull Certificate for Select BCI Worldwide Flexible Fund (managed by BlueAlpha)2021 Best (SA-Domiciled) Worldwide Multi-Asset Flexible Fund on a straight-line performance over five years – Raging Bull Certificate for Select BCI Worldwide Flexible Fund (managed by BlueAlpha)Global

Books Worth Reading

– The Effective Investor by Franco Busetti

– Cash Return on Capital Invested by Pascal Costantini

– A Cynic’s Guide to the Stock Exchange by Jan H. Hofmeyr

– Market Wizards by Jack D. Schwager

– Just What I Said by Caroline Baum

Live Prosperously.

Fraud Notice

Beware of impersonators claiming to be affiliated with BlueAlpha Investment Management. We have been made aware of various people/ platforms using our brand and BlueAlpha’s name to sell fake investments.

BlueAlpha Investment Management does not conduct business on WhatsApp/Telegram and does not offer crypto financial services.