Media Centre
Social Security discussion – high-sounding rhetoric or subject for reform?
22 May 2017
If the subject of social security is an emotive issue, then the politics of reforming it is undoubtedly a divisive one. As an ‘Opinionista’ for the Daily Maverick, Fatima Vawda say’s there is an urgent need for heightened focus on programme reform of the social security system in South Africa.
Top multimanagers … from creaky pioneers to young bucks | Business Day
22 May 2017
Based on findings in the latest Alexander Forbes survey, there is strong competition within the multimanager space and although the name brand managers may be a first choice for investors it’s the newer, more energetic firms that stand out. “Over 3 years Performer (Investment Solutions) has given a return of 9.2% compared to 9.4% from Sygnia Signature 70 and 9.7% from 27four CPI+7%.”
Press release: Transformation Roadmap for Retirement Funds.
17 May 2017
Presented by the Institute of Retirement Funds Africa and 27four Investment Managers.
Interview Mark van Wyk: Portfolio Manager at Mergence Investment Managers and winner of the ABSIP Alternative Fund Manager Award in 2016.
11 April 2017
In 2015 BlackRock the world’s largest asset manager, ABSIP (Association of Black Securities and Investment Professionals) and 27four Investment Managers teamed up to kick start a global skills development and entrepreneurship programme focused on providing exposure to talented South African black investment professionals in the management of global investment mandates. Every year two investment professionals […]
Introducing the 27four Shari’ah Income Prescient Fund
9 March 2017
Launching 1 April 2017.
Africa Global Funds: FX Challenges in 2016
24 January 2017
It has now been two and a half years since the US Dollar began its +25% appreciation and the underperformance of African equity markets feels as if it has no end. Experienced Africa hands say the past period has been one of the toughest (and probably the most disheartening) to their knowledge. Given the record number of fund closures and dismal equity returns since mid-2014 (down 45%), investors are wondering whether Africa really is “reeling” rather than “rising”.
27four Investment Managers calling for an expression of interest to receive early phase hedge fund assets
19 January 2017
27four Investment Managers is looking for talent in the South African industry interested in receiving early stage assets for the launch of a hedge fund. Please find attached the application pack to be completed and submitted to info@27four.com by 27 January 2017 as well as an information document containing important details for all interested parties. Please contact 27four directly with any queries that you may have with regards to this programme.
WATCH: CIO Claire Rentzke on BDtv Global Investor
15 December 2016
Business Day TV: The Fed is set to hike this week, but the market will be watching for signals of the interest-rate trajectory for 2017. And combined with the Brexit and a Trump presidency in the US, how does that change the investment landscape. Brendan Raymond from REZCO Asset Management shares his views, while Claire Rentzke, Chief Investment Officer at 27Four Investment Managers, lays out the case for the 27four Global Equity Fund of Funds.
The new SWIX on the block
15 December 2016
In the last two years investors have begun raising concerns about the continued suitability of the Shareholder Weighted Index (SWIX) as an appropriate benchmark for prudent portfolio management given the increased stock and sector concentrations in this index. The JSE has reacted to these concerns and on the 21st of November launched a capped version of the SWIX in an effort to address concentration issues.
A Beginner’s Guide To Shari’ah Compliant Investing
30 November 2016
The Shari’ah compliant funds industry is defined by significant innovation and product development. The outlook for this industry is optimistic and is supported by strong demographics. While total assets under management in registered Islamic funds is approximated at $60.2 billion, the industry is poised to witness a 5.5% annual growth rate over the next 5 years.*
Baroness Sayeeda Warsi visits South Africa
19 November 2016
Hosted by 27four Investment Managers
Focus on hedge funds
11 November 2016
HedgeNews Africa Investor Survey 2016
Investor perceptions on global Shariah compliant capital markets and the outlook moving forward
28 September 2016
While Islam is set to remain the world’s fastest-growing major religion over the next few decades, there is one simple principle which is likely to drive increased product offerings, improved innovation and access to attractive sources of return: economics. Nadir Thokan and Claire Rentzke delve further.
Beware of the overzealous salesman
23 August 2016
Quick rich schemes offering double digit returns in a short period and specifically geared to getting people excited about investing in a particular business venture, an undervalued “must own” share or buying a property keep on surfacing regardless of the efforts made by the regulated financial services industry to prevent the occurrence of this activity. […]
Looking at the benefits of the multi-management approach
23 August 2016
Investment team member Akona Mlamleli speaks to Money Marketing magazine on the benefits of the multi-management approach used at 27four Investment Managers as well her her own views on money management as a woman in financial services. Read the full article here.
Is your pension fund talking to you?
10 August 2016
A research study commissioned earlier this year by the Institute of Retirement Funds Africa (IRFA), has yielded important findings in terms of the retirement industry’s rating of itself in terms of Pension and Provident Fund governance and stakeholder engagement. The study has also assisted in defining perceived best practices in the industry in terms of investment practices, financial reporting and trustee induction and development.
City Press: Neglecting black investors puts Cyril under fire
10 August 2016
State accused of ignoring black investment professionals, specifically when delegation was sent to convince ratings agencies SA was sound.
Media release: Call for black asset managers to help drive transformation through the 2016 BEE.conomics Transformation in South African Asset Management Survey
15 June 2016
Research for the 2016 Annual BEE.conomics Transformation in South African Asset Management Survey is underway and 27four Investment Managers, publishers of the survey, are calling all black asset managers who meet the participation criteria to come forward and help drive industry transformation.
Moneyweb podcast: Brexit means buying opportunities
13 June 2016
‘But you’ve got to have the risk appetite and timeframe to endure short-term volatility’ Nadir Thokan – investment strategist – 27four Investment Managers.
Listen to our featured podcasts with SoundCloud
9 June 2016
The 27four SoundCloud page is dedicated to our latest podcasts and audio content. Exclusive interviews, market commentary, advice and more from our teams across the 27four Group.
The 27four cover story in the June issue of Entrepreneur Magazine
9 June 2016
Deputy Editor GG van Rooyen (@GGvRooyen) covers the the success of 27four since its beginnings with Managing Director Fatima Vawda.
Watch our Money Moves TV commercial
18 May 2016
Money Moves is a TV show, its an event, an exclusive investment club and its coming to a city near you!
Read our in-depth quarterly outlook for Q2 2016
18 May 2016
The first quarter and the beginning of the second quarter of the year delivered many mixed results.
The Mercury: Economy needs political focus
6 April 2016
Journalist Colleen Dardagan unpacks the presentation given by Fatima Vawda at a recently held seminar at Durban’s Regent Business School.
Into Africa: Africa’s Unshaken Fundamentals
4 April 2016
Short-term uncertainty creates investment opportunities in Africa.
How to identify SA’s top equity fund managers
28 March 2016
What the Sortino ratio tells us about local unit trusts.
SA’s top Regulation 28-compliant unit trusts
28 March 2016
Over the past few years multi-asset funds have become hugely popular among South African investors. In particular, those funds that are Regulation 28-compliant have been in high demand.
A balancing of forces
28 March 2016
Interest Rate Hike and Impact on the SA Economy : A view from Fatima Vawda
Finweek Collective Insight: Have the fintech game changers truly arrived?
8 February 2016
Fintech is changing the services that we provide our clients. Robo-advisers are certainly newsworthy and blockchain technology is potentially the most disruptive. But at present, fintech will probably only prove truly disruptive in rare and limited cases.
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Advice: Money management Tips for women in the new year
4 January 2016
Financially-themed promises for improvement are, unsurprisingly, always among the most popular resolutions made each New Year. Unfortunately, only a few of resolution-makers are ultimately successful in their endevours. Still, historically low odds of success nor uncertainty about the best resolutions to make should not discourage you from improving your financial habits in 2016. The decisions you make today can determine what kind of shape you and your money will be in for decades to come. So I asked experts for some money management tip for the New Year and this is what they had to say:
What makes a good balanced fund?
16 November 2015
Why diversification works
InvestSA: Achieving style diversification
6 November 2015
One of the key building blocks in portfolio construction is the benefit derived from diversification.
South African hedge funds: Not ready for ESG?
13 October 2015
South Africa formally encourages investors to integrate into their investment decisions sustainability issues such as environmental, social and governance (ESG). Anna Lyudvig explores whether SA hedge funds have been taking ESG issues seriously. Head of Manager Research at 27four Investment Managers, Claire Rentzke, provides her analysis in the latest issue of the Africa Global Funds magazine. Read the […]
Don’t give up on value investing [Moneyweb]
7 October 2015
The wheel always turns. CAPE TOWN – The last four years have seen one of the longest periods of value investing under-performing growth in the South African market. And over the last year, this discrepancy has become even more pronounced. As the below graph shows, the FTSE/JSE Value Index out-performed strongly from 2008 to about […]
Collab to Bolster Asset Managers Skills Development
5 October 2015
A lead custodian of black professional interests and some financial advisory services providers have announced a partnership focused on providing emerging South African investment professionals training and exposure in the management of global assets. The collaboration between Association of Black Securities and Investment Professionals (ABSIP), BlackRock and 27four Investment Managers (27four) is a skills development […]
The huge potential in Islamic Finance
26 August 2015
Shari’ah compliant products may be set for rapid growth.
On The Money: Racism in banking remains an issue
26 August 2015
By Stuart Theobald. SPEAKING at the Black Management Forum’s Gauteng annual conference on Friday, I was confronted by the anger of many black professionals at the lack of transformation in the financial services sector. Anger that their business proposals are routinely declined for bank funding while equivalent or worse proposals from white businesses succeed. Anger […]
The art of preserving capital
6 August 2015
What the fund managers say.
South Africa’s top multi-asset medium equity funds
6 August 2015
The Investor, Moneyweb’s monthly investment magazine looks at the top multi-asset medium equity funds in South Africa. South African investors don’t seem quite sure what to do with multi asset medium equity funds. This is apparent by the amount of money that currently sits in this unit trust category. The latest statistics from the Association […]
Collective Insight: “So you want to be an asset manager? – What it takes”
27 July 2015
27four’s Head of Manager Research, Claire Rentzke, contributes to the winter 2015 edition of Collective Insight. So where do you get to build the best experience, in a large asset management firm or in a boutique asset manager? The answer will probably depend solely on you as a person, what your ambition is and what your expectations are. There are pros and […]
Hedge funds: coming to the people
29 June 2015
The jargon of fund management is being extended to include Qifs and Rifs. These are the new classifications of regulated hedge funds. Qifs or Qualified Investor Funds are hedge funds as they exist today, focused on institutions with a minimum subscription of at least R1m. It is the Rifs, or Retail Investor Funds which will break new ground. Rifs will accept sums of R50 000, some even lower than this from smaller investors.
Slow paced JSE transformation a ticking time bomb
29 June 2015
The slow pace of transformation within JSE listed companies is a ticking time bomb for South Africa, according to Fatima Vawda. The founder and CEO of 274 investment managers says blacks own or have direct influence of 3% of the R12trn invested on the Stock Exchange. She says government must be more aggressive in driving the National Development Plan and that the country needs at least 5 % growth to reduce unemployment. – Tim Modise
Why invest in a hedge fund?
29 May 2015
What local hedge funds will offer retail investors.
Getting used to the idea of retail hedge funds
22 May 2015
From April 1 this year the way that local hedge funds are regulated has changed. Under the Collective Investment Schemes Control Act (CISCA), hedge funds can now be offered to retail investors as collective investment schemes as long as they meet certain criteria.
The Abuse of the Performance Survey
17 May 2015
Investment surveys are probably similar in some way to guns. In the hands of a trained user a very valuable tool but if they fall into the wrong hands the results can be disastrous.
Tales from the 68th CFA Institute Annual Conference
17 May 2015
The 27four investment team joined leading global practitioners in finance at the annual conference held in Frankfurt during April. The theme for the 2015 conference was “Investing with Purpose”. We share with you the key discussions and debates held spurred by the presentations delivered by some of the world’s leading minds.
A tribute to exceptionalism
13 May 2015
The 27four Balanced Prescient Fund of Funds is Finweek’s ‘Fund in Focus’.
A Force For Change
7 May 2015
Fatima Vawda puts her money where her mouth is.
Moneyweb: It’s tough out there for boutique fund managers
6 May 2015
The end of a bull market is always the time when new boutique fund managers appear on the scene because that is when the opportunity to make money seems greatest.
Financial Mail: A blend of new and old
9 March 2015
Asset allocation is vital in multi-asset fund performance
MorningStar-Awards-2014
Finalists at the Morningstar Fund Awards
6 February 2015
The Morningstar Fund Awards spotlight those funds and fund groups that have delivered the greatest out-performance, on a risk-adjusted basis, in 2014 and over the longer term. 27four previously won accolades in both the ‘Best Moderate Allocation Fund’ and ‘Best Cautious Fund’ categories for the 27four Balanced Prescient Fund of Funds and 27four Stable Prescient […]
27four wins big at the 2015 Raging Bull Awards!
6 February 2015
We are proud to announce our achievements at the 2015 Raging Bull Awards! The Raging Bull Awards were established to honor the managers of funds that consistently earn good returns for South African retail investors. Learn more. Personal Finance. BEST SOUTH AFRICAN MULTI-ASSET LOW EQUITY FUND The fund with the highest PlexCrown rating and rank in the ASISA South African Multi-Asset Low Equity subcategory 27four Stable […]
Personal Finance: 27four makes right call on offshore returns
3 February 2015
The 27four Stable Prescient Fund of Funds is a low-equity multi-asset fund that cannot invest more than 40 percent of its assets in equities, but based on risk-adjusted returns over five years, it has beaten funds with an equity exposure of up to 75 percent.
Investors notebook: Playing the field (Financial Mail)
30 January 2015
Who knows where black-owned fund managers would be without Fatima Vawda and her 27four multimanager? She has provided seed capital to many start-ups and the most comprehensive survey of the group, comprising both their investment returns and their BEE credentials.
The case for geographic asset class diversification
12 January 2015
Many investors believe that they can select the best performing asset class and asset manager and that the asset class and asset manager will consistently deliver exceptional returns year after year. However this is never the case as illustrated by our asset class quilt which looks at asset class returns over the last 12 years. […]
Hedge funds: your safety net for 2015
12 January 2015
Post the global financial crisis of 2008 we witnessed a consistent decline in global equity markets’ volatility with the exception of isolated periods of increased volatility. This has also been the case for South African equity markets as represented by the South African Volatility Index (SAVI) in Graph 1. The SAVI measures the equity market’s […]
Today’s Trustee: Black beauties
8 December 2014
Reading between the lines, asset consultants are really the main target of the latest annual survey by investment manager 27four. The purpose of the survey seems less a special plea for more assets to be placed with younger black-owned and controlled firms, solely by virtue of their blackness, than to display them for the radar […]
Tax Incentivized Savings
8 December 2014
South African law makers want to encourage us to save. Retirement savings have had a favourable tax treatment for many years. From 1 March 2015 certain non-retirement investments will have similar tax benefits. Like retirement savings there is an initial tax break when making the investment. Taxable income will be reduced by the tax incentivised investments you make up to an annual maximum of R30 000. The current proposed life-time maximum investment is limited to R500 000.
Islamic Finance: SA’s sukuk triumph
8 December 2014
When national treasury made its debut on the global sukuk market in September, SA became a member of an elite group.
Finweek: The face of SA hedge funds
8 December 2014
The global hedge fund industry manages over $2.3tr in assets. However, South Africa makes up only a tiny portion of that, with just R53bn ($4.8bn) invested in local hedge funds.
InvestSA: ‘the great retirement fund puzzle’
18 November 2014
The IRFA 2014 conference, in its 26th year, was a gathering of retirement fund stakeholders which included government leaders, trustees, members, asset managers, fund administrators and pension lawyers. They came together to piece together the ‘great retirement fund puzzle’ and create a clearer picture of pending retirement reform, set for 1 March 2015, and try to solve the issue of sustanable comprehensive social security.
Global financial markets review: 2014 a year of two halves and more volatility to come
11 November 2014
2014 defined by two halves The year has undoubtedly been characterised by two distinct periods in global financial markets. The first, a period now being termed the continuation of an “unloved bull market” and the second a notable increase in volatility and a sell-off in risk assets.
Africa: A destination for long-term growth investments
10 October 2014
The African region has benefited from increased investment flows on the conventional side which as a result have simultaneously boosted demand and created a surge in appetite for Shariah compliant investment products across the continent. With several dedicated Shariah compliant investment houses, Africa is expected to bear strong growth prospects over the long-term. NABILAH ANNUAR takes a look at the continent’s investment landscape and potential opportunities.
Wanted: R1 billion of assets
30 September 2014
To hire one investment professional – 27four transformation survey.
Winning Women – Fatima Vawda: An asset to the deal
18 August 2014
Seven years ago, Fatima Vawda founded 27four Investment Managers, a multimanager investment company, with one client and a computer. Today, she heads up a multimillion-rand business, writes Sue Grant-Marshall
27four’s Key Investment Themes: 2014H2
14 August 2014
A snapshot look at the themes that will dominate the global financial markets for 2014H2
The landscape for faith-based investing
7 August 2014
Shari’ah funds offer an ethics-based option not just for Muslims.
Podcast: Discussing ‘Investing in Africa’ on ClassicFM
30 July 2014
Listen to 27four’s Pangaea Africa Fund Manager Oliver Hoffmann and guests discuss ‘Investing in Africa’ on the Classic Business show with anchor Michael Avery.
27four’s Nadir Thokan on Business Day Tv’s You and Your Money
10 July 2014
You and Your Money with Bryan Hirsch. South Africa’s favourite personal financial planner is also a broadcast personality well known to SAFM listeners. Bryan Hirsch, director of Bryan Hirsch Colley & Associates, is now bringing his expertise to Business Day TV, in an exciting series, You and Your Money.
The future of asset management
27 June 2014
Eight key themes that will re-shape SA’s asset management industry by 2025.
InvestSA: The role of boutique managers in generating returns
6 May 2014
The goal of structuring any retirement portfolio should be to have a blend of managers who excel at delivering consistent performance to their clients and tapping into a variety of sources of alpha. What retirement fund trustees and consultants should try to do is identify where the manager’s true skill lies and then appoint mandates to managers which capture the best skills of that manager. Each aspect of the overall portfolio should be managed by the manager most skilled in that area so that, holistically, the portfolio is tapping various sources of return in the most optimal way.
Why choose a fund of funds?
23 April 2014
Multi-manager funds create a balanced portfolio with lower volatility.
South Africa’s top multi-manager unit trusts
11 April 2014
CAPE TOWN – Multi-manager funds, or funds of funds, are not a very widely explored area of the South African unit trust industry. The criticism that their extra layer of fees means that they are too expensive often shuts down any further investigation into their value. Which means that the benefits of these products are […]
Moneyweb: Nigeria vs South Africa
7 April 2014
There’s a new leader in Africa, but how do the two economies compare? Cape Town – On Monday South Africans woke up to a new reality. We are no longer the largest economy on our continent. This change of fortunes has come about as Nigeria rebased its GDP on Sunday. Essentially this means that it has changed […]
Global Islamic Finance and Investment Group
4 April 2014
UK hosts first meeting of the Global Islamic Finance and Investment Group (Global IFIG).
The Big Picture: African equity returns expected to be driven by earnings growth rather than re-ratings
24 March 2014
As frontier markets continue to outperform emerging markets, a fund manager, who is riding this promising wave by investing in African equities, explains what is driving economic growth in Africa (excluding South Africa), and gives a short and long term outlook for this market.
Moneyweb: How do you invest in frontier markets?
11 March 2014
For any equity investor, diversification should be a key consideration. Spreading your assets across sectors, markets and geographies is a vital part of ensuring a balanced portfolio.
Moneyweb: Emerging markets or frontier markets?
6 March 2014
The emerging market sell-off earlier this year put the future of investing in these regions under renewed scrutiny. A number of opinions were put forward about how investors should be viewing their emerging market exposure.
Sharia funds: a growing product line
13 February 2014
MUSLIM investors are increasingly given the option of investing into sharia funds in their pension portfolios. It is not surprising that many fund managers see these as a growing product line. Grant Watson, co-manager of the Old Mutual Albaraka equity unit trust, says the total wealth of Muslims in SA could be as high as […]
Finalists at the 2014 Morningstar Fund Awards
5 February 2014
27four Investment Managers are finalists at this years Morningstar Fund awards.
MONEYWEB: Is this another emerging market crisis?
4 February 2014
A recent report from US fund tracker EPFR Global showed that outflows from emerging market equity funds surpassed $6.3bn last week. This was the biggest outflow from these funds in three years in terms of a percentage of assets under management.
Tenth Anniversary Edition of Collective Insight
4 February 2014
In this edition, FINWEEK has provided us with 24 pages of coverage where we provide a rich and extensive discussion
Opalesque 2014 South Africa Roundtable
24 January 2014
While it is impossible to say whether we are at a market high or a market low, but we can look at the scenery and determine if we are in the neighborhood of a high or of a bottom.
27four’s Nadir Thokan on Business Day Tv’s You and Your Money
15 January 2014
You and Your Money with Bryan Hirsch. South Africa’s favourite personal financial planner is also a broadcast personality well known to SAFM listeners. Bryan Hirsch, director of Bryan Hirsch Colley & Associates, is now bringing his expertise to Business Day TV, in an exciting series, You and Your Money.
African Pension Funds and Financial Markets
9 December 2013
Over the next 12 months 27four Investment Managers will be releasing a series of research articles focused on demystifying pension funds in Africa.
Here Are Our Big Market Themes For 2014
2 December 2013
The 27four investment team has just released a snapshot of what we believe to be the key investment themes that will dominate global financial markets in 2014. Click HERE to view.
InvestSA: Retirement and living annuities in estate planning.
2 December 2013
A 92-year-old woman has a share portfolio of R8 million. Like many of us, leaving a legacy is extremely important to her and will include some form of asset transfer to her nearest and dearest when she dies.
Analyst shares six ideas about investing in African stock markets
13 November 2013
At the third Annual Trading Africa Summit, a Thomson Reuters event held last week in Cape Town, South Africa, a number of discussions took place concerning the investment opportunities in African equity markets.
Hedge funds: Providing protection where you need it most
12 November 2013
With the revision of Regulation 28 of the Pension Fund Act making an explicit allowance for the inclusion of hedge funds in the asset allocations of pension funds, the industry thought that it would start to see significant inflows and allocations from pension funds.
Moneyweb: 27four noted in ‘Asset managers on the way up’
5 November 2013
In a recent article we looked at which of the smaller unit trust managers are showing convincing signs of growth. Which of them, we asked, might grow into the big players of the future?
27four’s Nadir Thokan on Business Day Tv’s You and your money
23 October 2013
You and Your Money with Bryan Hirsch. South Africa’s favourite personal financial planner is also a broadcast personality well known to SAFM listeners. Bryan Hirsch, director of Bryan Hirsch Colley & Associates, is now bringing his expertise to Business Day TV, in an exciting series, You and Your Money.
fin24: Transformation slow in financial services
23 October 2013
Ever since the financial crisis of 2008, bankers have entrenched their image as greedy sleazeballs who will cross any ethical line to milk clients out of their last cent.
Khuluma Magazine Campaign – October 2013
11 October 2013
If you are flying with Kulula.com during the month of October please visit our ad in the in flight magazine on page 44.
Notes from the UN PRI in Person 2013
4 October 2013
Our Head of Manager Research Claire Rentzke together with Graham Sinclair Principal at SinCo share with you their notes from the UN PRI in Person event held in Cape Town this week.
Khuluma Magazine Campaign – September 2013
16 September 2013
We are proud to announce the launch of our Khuluma ad campaign. If you are flying with Kulula.com during the month of September please visit our ad in the in flight magazine on page 34.
InvestSA: Members Need More Guidance
13 September 2013
Are you buying a guaranteed, with-profit or living annuity when you retire?
You and Your Money: How can you improve and better manage your investments?
4 September 2013
How can you improve and better manage your investments? Join Bryan Hirsch and his guests Paul Hansen of Stanlib and Nadir Thokan of 27/Four for tips and insights on investing.
Money web – Investors bet on these equity funds
23 August 2013
The five funds that top that list showed remarkable gains in assets under management in the period. Although the 27Four Shari’ah Active Equity Prescient Fund is easily the smallest of them, its rate of growth still makes it noteworthy.
Hedge News Africa – Claire Rentzke joins multi-manager 27four from RisCura to head manager research
21 August 2013
Rentzke will work closely with 27four’s investment team, covering long only, hedge, Africa, Shari’ah and global managers across its suite of products.
Alternative Emerging Investor Magazine – An African Fund of Funds
6 August 2013
“We have a suite of different types of investment portfolios, and I think the most exciting out of all of our investment portfolios is our Africa fund of funds. An abundance of international investors have had access to the South African markets for many years because it is a developed market that has sufficient liquidity. A few years ago we made a strategic decision as a business to start researching the African continent and put together a liquid equity portfolio comprising fund managers who have exposure to Africa and are based in and out of the continent. Our funds are mainly invested in pan-Africa and subSaharan Africa.”
How a ‘Balanced Fund of Funds’ approach can help protect your future in an era of global uncertainty
6 August 2013
For more on this and our latest campaign in the Khuluma In Flight Magazine, click HERE. To view the Advertorial, Click HERE.
You and Your Money: The short and long Investing Strategies
30 July 2013
Join the insightful discussion on investing this week with Bryan Hirsch and his guests Fatima Vawda, MD at 27four and Craig Pheiffer of ABSA Investments.
Investment360: Regulation 28 Propelling Investments in Africa
17 July 2013
It is widely known that regulation 28 allows for an additional 5% offshore allocation, provided this is invested in Africa focused funds. However, many fund trustees and asset consultants remain unfamiliar with Africa as an asset class; why it should be included in a portfolio, and what factors need to be considered when evaluating Africa funds for potential investments. Oliver Hoffman, portfolio manager at 27four Investments gives the lowdown.
Khuluma Magazine Campaign – July 2013
5 July 2013
We are proud to announce the launch of our Khuluma ad campaign. If you are flying with Kulula.com during the month of July please visit our ad in the inflight magazine on page 88.
You and your Money: 01 July 2013
3 July 2013
Amidst the turbulent economic conditions Bryan Hirsch looks at whether investing is still on the cards for numerous investors Joining him in the discussion are regular guests Paul Hansen of Stanlib and Nadir Thokan of 27Four.
Seamless Transition
5 June 2013
Seamless Transition is a service offered by 27four Investment Managers and Prescient Life, which will allow your members to retire seamlessly from a defined contribution retirement fund into a living annuity in a cost effective manner. Seamless Transition allows your members to invest in the same 27four investment portfolios that they are currently invested in pre-retirement, once they move into retirement. Importantly, they are able to invest in the same portfolios at the same fees.
Does the size of your unit trust matter?
29 May 2013
“You cannot discount the power of large-scale branding and distribution,” says the MD of 27four, Fatima Vawda. “We are competing against big balance sheets that can pay for sophisticated distribution channels, highly skilled business development teams and aggressive sales forces.
You and your Money: Current market volatility
8 April 2013
Bryan Hirsch examines the current market volatility and what impacts this has on the JSE and the S and P 500. Joining him in studio are Paul Hansen, Director of Group Advisory Services Investments at Stanlib, and Investment Analyst, Nadir Thokan, from 27four Investment Managers.
Africa AM – Investor: Right Choice
1 March 2013
Africa AM spoke to global private equity fund of funds manager HarbourVest Partners and South-African-based multi-manager 27four Investment Managers about their African fund manager selection criteria.
27four wins 2012 HedgeNews Africa: Long-Term Performance – Fund of Funds Award
28 February 2013
Steve Jobs said that “innovation distinguishes between a leader and a follower”, and that is why 27four is leading the way. On 21 February 2013, 27four Investment Managers Alternative Long Short Equity Fund accepted the 2012 HedgeNews Africa: Long-Term Performance – Fund of Funds Award.
HedgeNews Africa – 27four chooses hedge funds as a source of alpha for pensions
27 February 2013
HedgeNews Africa talks to 27four’s Fatima Vawda about the role of alternatives in institutional portfolios and the future of the South African fund of funds industry. The South African-based multi-manager 27four Investment Managers, with a total of R1 billion in fund of hedge funds assets, uses varying hedge fund strategies to add alpha to institutional investors’ portfolios.
Profile’s Unit Trusts & Collective Investments – Understanding Unit Trusts: Fund Manager Interviews – 27four
20 February 2013
The fund manager interviews presented in this chapter provide a fascinating insight into the different approaches to investment management required by different types of collective investment schemes, and the differing views for the future. The interviews are comments from fund managers about the way in which they manage their funds, how they make investment decisions, what they anticipate for the year ahead and, in some cases, specific shares which they fancy.
Mail & Guardian – 27four Profile
14 February 2013
Following the Mail & Guardian cover of the 27four Investment Managers Africa and hedge funds: A win-win with Regulation 28 conference on 23 October 2012, comes this profile on 27four.
Mail & Guardian – Africa still scares fund managers
26 October 2012
After the successful 27four Investment Managers Africa and hedge funds: A win-win with Regulation 28 conference on 23 October 2012, Lisa Steyn from Mail & Guardian wrote about how Africa still scares fund managers.
IRFinity – Investing in Africa
1 October 2012
It is now widely known that Regulation 28 allows for an additional 5% offshore allocation, provided this is invested in Africa focused funds. However, many fund trustees and asset consultants remain unfamiliar with Africa as an asset class, why it should be included in a portfolio, and what factors need to be considered when evaluating Africa funds for potential investment.
Brand South Africa – Inspiring new ways: Fatima Vawda
5 July 2012
Fatima Vawda has a head for figures. With a first-class degree under her belt, she put her not insignificant talents to work in the financial world. Over the years, she has clocked up a number of firsts, and today her drive and achievements are an inspiration to other women in the business world.
You and Your Money: Global market trends
18 June 2012
With the highs and lows experienced from both local and global markets, how does one make solid investment decisions? Tonight on You and Your Money, Bryan Hirsch tackles investments focused around global market trends with Fatima Vawda of 27four and Wayne Sorour from Old Mutual.
Glacier: Funds on Friday – Conventional vs Shari’ah Balanced Funds
4 May 2012
The Shari’ah investment team of 27four Investment Managers discuss the Principles of Islamic Finance.
You and Your Money: Asset class trends over the last 14 years
23 April 2012
Bryan Hirsch examines how the different asset classes have performed over the last 14 years, also looking at why Real Estate has never ranked bottom. Paul Hansen Director of Group Advisory Services Investments at Stanlib and Fatima Vawda, Managing Director at 27four join this discussion on this week’s episode of You and Your Money.
You and Your Money: Local and Global Investments
2 April 2012
Personal Finance guru Bryan Hirsch tackles investing on You and Your Money tonight as he hosts Paul Hansen of Stanlib and Nadir Thokan of 27four in studio.
The Summit Investor
27 February 2012
Bruce Whitfield looks into whether risky assets are set to provide better returns as the year progresses. Joining him in this discussion is Andrew Newell Head of Business Development from Cannon Asset Managers and Nadir Thokan from 27four Investment Managers.
Africa FM – A Look at Regulation 28
1 January 2012
With the advent of the new Regulation 28 of the Pension Funds Act, Frances Meltzer and Justine Colley, of 27four Investment Managers, analyse the quantitative state of hedge funds in the wake of this.
Africa FM – 27four thinks big with pan-Africa strategy
21 November 2011
$500m South African fund of funds (FoF) firm 27four Investment Managers plans to grow its five-month-old Pangaea Africa Fund to $250-300m – 40% of which is earmarked for regional managers, Africa FM has learned.
Hedge News Africa: Special Report – Allocating to alternative assets
1 September 2011
In this special report from Hedge News Africa – Allocating to alternative assets, Fatima Vawda, MD of 27four Investment Managers, discusses how Pension funds need to do some comparative shopping and how it is time to look at what the hedge fund industry has to offer. Oliver Hoffmann, asks the question “How can investors access African growth while protecting against risk?”
Top 300 Gauteng congratulatory letter
30 July 2011
27Four Investment Managers (Pty) Ltd Gauteng Region passed the entry criteria and will be listed in next year’s Top300 Gauteng publication.
The Summit Investor: Modern Portfolio Theory
17 January 2011
On The Summit Investor we explore the concept of the Modern Portfolio Theory what impact is there when diversifying or correlating your investment. Bruce Whitfield chats to Vuyo Mvulane Investment Analyst from 27four about this issue.
You and Your Money: South Africa invited to join BRIC
10 January 2011
Brazil, Russia, India, China. South Africa invited to join BRIC. Paul Hansen from Stanlib and Fatima Vawda from 27four Investment Managers join Bryan Hirsch on his first show for 2011. Tonight they take a look at Investments – Will the positive sentiment and good returns experienced in 2010 continue in the New Year or is caution encouraged going forward. What investment climate is on offer in this New Year.
Financial Times – South Africa: Tough talk on hedge funds
4 November 2010
Hedge News: Career Update
1 September 2010
Financial Mail: The Outliers
23 July 2010
 
Financial Mail: Stuck in a rut
1 July 2010
 
You and Your Money: Do hedge funds protect investors from the downside in volatile markets?
12 May 2010
 
ASABA Mentorship Program: Time Management for Success
17 March 2010
 
Global Risk Magazine: Regulation Consternation
1 March 2010
 
Right on the Money: Barrie Terblanche looks inside 27four
1 February 2010
   
You and Your Money: Why retirement savers should be diversifying across asset classes.
17 January 2010
     
Financial Mail: Fund Management
4 December 2009
 
Winner of ABSIP Top Emerging Company and Entrepreneur
7 November 2009
 
Destiny: Investment Therapy
1 November 2009
 
Hedge News Africa: Investor Profile
24 October 2009
 
FinWeek: Empowerment Economics
22 October 2009
 
Financial Mail: Investor’s Notebook
2 October 2009
 
Financial Mail: Responsible Investments
24 July 2009
 
Winner of POA Manager of Managers Award
8 June 2009
 
Financial Mail: Women Fund Managers
29 May 2009
 
Financial Crisis taught the hedge-fund investors valuable lessons – Bryan Hirsch
20 April 2009
 
New Retirement Thinking
9 April 2009
 
You and Your Money: The future of hedge funds after the crash of recent times.
23 March 2009
 
You and Your Money: Offshore investment opportunities
2 February 2009
 
PIC still has no asset manager
23 December 2008
 
Asset Managers flay COSATU Scheme
10 November 2008
 
Vavi seeks legislated social rule for funds
6 November 2008
 
Economic policy ‘to be compromise’
6 November 2008
 
NEHAWU
27four Investment Managers and NEHAWU Securities quarterly briefing
5 November 2008
NEHAWU Securities and 27four Investment Managers hosted an intimate Q&A lunch with COSATU’s General-Secretary, Comrade Zwelinzima Vavi titled, “Future economic policies and retirement fund reform” on Wednesday, 5th November 2008.    
Address by COSATU General-Secretary, Comrade Zwellinzima Vavi
5 November 2008
 
You and Your Money: How the better hedge funds may protect investors against the downside of a volatile market
20 October 2008
 
Collateral Victims of the Crisis
20 October 2008
 
Slow Progress
10 October 2008
 
The Institutional Perspective
2 October 2008
 
Calling the Tune
18 September 2008
 
You and Your Money: Active vs passive funds
17 September 2008
 
No Free Lunches when it comes to Investing
8 September 2008
 
Playing and working from Greyville to The Grace
30 April 2008
 
You and Your Money: Hedged?
8 April 2008
 
Grab a piece of the small pie
21 February 2008
 
Does Your Hedge Fund Umbrella Work In The Rain?
1 December 2007
       
Steady Move
12 October 2007
     
Well placed for the PIC reshuffle
11 October 2007
 
State’s R700bn pension fund to sidestep PIC
4 October 2007
 
How portable alpha goes a step further
8 August 2006
These days one can’t escape running into portable alpha. So why all the hype? In recent years many pension funds have moved away from traditional balanced mandates where a single fund manager would invest across asset classes to core-satellite mandates where the core is linked to an index and given to one manager, and several specialist managers would manage the satellite allocations. Portable alpha goes a step further.
Social Security discussion – high-sounding rhetoric or subject for reform?
22 May 2017
If the subject of social security is an emotive issue, then the politics of reforming it is undoubtedly a divisive one. As an ‘Opinionista’ for the Daily Maverick, Fatima Vawda say’s there is an urgent need for heightened focus on programme reform of the social security system in South Africa.
Top multimanagers … from creaky pioneers to young bucks | Business Day
22 May 2017
Based on findings in the latest Alexander Forbes survey, there is strong competition within the multimanager space and although the name brand managers may be a first choice for investors it’s the newer, more energetic firms that stand out. “Over 3 years Performer (Investment Solutions) has given a return of 9.2% compared to 9.4% from Sygnia Signature 70 and 9.7% from 27four CPI+7%.”
Press release: Transformation Roadmap for Retirement Funds.
17 May 2017
Presented by the Institute of Retirement Funds Africa and 27four Investment Managers.
Interview Mark van Wyk: Portfolio Manager at Mergence Investment Managers and winner of the ABSIP Alternative Fund Manager Award in 2016.
11 April 2017
In 2015 BlackRock the world’s largest asset manager, ABSIP (Association of Black Securities and Investment Professionals) and 27four Investment Managers teamed up to kick start a global skills development and entrepreneurship programme focused on providing exposure to talented South African black investment professionals in the management of global investment mandates. Every year two investment professionals […]
Introducing the 27four Shari’ah Income Prescient Fund
9 March 2017
Launching 1 April 2017.
Africa Global Funds: FX Challenges in 2016
24 January 2017
It has now been two and a half years since the US Dollar began its +25% appreciation and the underperformance of African equity markets feels as if it has no end. Experienced Africa hands say the past period has been one of the toughest (and probably the most disheartening) to their knowledge. Given the record number of fund closures and dismal equity returns since mid-2014 (down 45%), investors are wondering whether Africa really is “reeling” rather than “rising”.
27four Investment Managers calling for an expression of interest to receive early phase hedge fund assets
19 January 2017
27four Investment Managers is looking for talent in the South African industry interested in receiving early stage assets for the launch of a hedge fund. Please find attached the application pack to be completed and submitted to info@27four.com by 27 January 2017 as well as an information document containing important details for all interested parties. Please contact 27four directly with any queries that you may have with regards to this programme.
WATCH: CIO Claire Rentzke on BDtv Global Investor
15 December 2016
Business Day TV: The Fed is set to hike this week, but the market will be watching for signals of the interest-rate trajectory for 2017. And combined with the Brexit and a Trump presidency in the US, how does that change the investment landscape. Brendan Raymond from REZCO Asset Management shares his views, while Claire Rentzke, Chief Investment Officer at 27Four Investment Managers, lays out the case for the 27four Global Equity Fund of Funds.
The new SWIX on the block
15 December 2016
In the last two years investors have begun raising concerns about the continued suitability of the Shareholder Weighted Index (SWIX) as an appropriate benchmark for prudent portfolio management given the increased stock and sector concentrations in this index. The JSE has reacted to these concerns and on the 21st of November launched a capped version of the SWIX in an effort to address concentration issues.
A Beginner’s Guide To Shari’ah Compliant Investing
30 November 2016
The Shari’ah compliant funds industry is defined by significant innovation and product development. The outlook for this industry is optimistic and is supported by strong demographics. While total assets under management in registered Islamic funds is approximated at $60.2 billion, the industry is poised to witness a 5.5% annual growth rate over the next 5 years.*
Baroness Sayeeda Warsi visits South Africa
19 November 2016
Hosted by 27four Investment Managers
Focus on hedge funds
11 November 2016
HedgeNews Africa Investor Survey 2016
Investor perceptions on global Shariah compliant capital markets and the outlook moving forward
28 September 2016
While Islam is set to remain the world’s fastest-growing major religion over the next few decades, there is one simple principle which is likely to drive increased product offerings, improved innovation and access to attractive sources of return: economics. Nadir Thokan and Claire Rentzke delve further.
Beware of the overzealous salesman
23 August 2016
Quick rich schemes offering double digit returns in a short period and specifically geared to getting people excited about investing in a particular business venture, an undervalued “must own” share or buying a property keep on surfacing regardless of the efforts made by the regulated financial services industry to prevent the occurrence of this activity. […]
Looking at the benefits of the multi-management approach
23 August 2016
Investment team member Akona Mlamleli speaks to Money Marketing magazine on the benefits of the multi-management approach used at 27four Investment Managers as well her her own views on money management as a woman in financial services. Read the full article here.
Is your pension fund talking to you?
10 August 2016
A research study commissioned earlier this year by the Institute of Retirement Funds Africa (IRFA), has yielded important findings in terms of the retirement industry’s rating of itself in terms of Pension and Provident Fund governance and stakeholder engagement. The study has also assisted in defining perceived best practices in the industry in terms of investment practices, financial reporting and trustee induction and development.
City Press: Neglecting black investors puts Cyril under fire
10 August 2016
State accused of ignoring black investment professionals, specifically when delegation was sent to convince ratings agencies SA was sound.
Recent Posts
22 May 2017
If the subject of social security is an emotive issue, then the politics of reforming it is undoubtedly a divisive one. As an ‘Opinionista’ for the Daily Maverick, Fatima Vawda say’s there is an urgent need for heightened focus on programme reform of the social security system in South Africa.
Read more
22 May 2017
Based on findings in the latest Alexander Forbes survey, there is strong competition within the multimanager space and although the name brand managers may be a first choice for investors it’s the newer, more energetic firms that stand out. “Over 3 years Performer (Investment Solutions) has given a return of 9.2% compared to 9.4% from Sygnia Signature 70 and 9.7% from 27four CPI+7%.”
Read more
17 May 2017
Presented by the Institute of Retirement Funds Africa and 27four Investment Managers.
Read more
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