Latest Newsletters

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

Our Portfolio Manager’s commentary on the world and local markets

Our Funds Quarterly Commentaries

Recent Awards

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)

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.