Centaur BCI SA Equity Fund Presentation
Download the full presentation in PDF format: Centaur BCI SA Equity Fund: 22 November 2023 (PDF)
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Centaur Investment Outlook: 13 July 2023
Download the full presentation in PDF format: Centaur Investment Outlook: 13 July 2023 (PDF)
Centaur Investment Outlook: 19 January 2023
Download the full presentation in PDF format: Centaur Investment Outlook: 19 Jan 2023 (PDF)
Feeding A Classroom Of Students For Six Months
Date: 28 July 2022 Nutritious meals help children grow up strong and perform at their peak, so Centaur has donated six months of meals to a classroom of students…
Centaur Investment Outlook: 11 July 2022
Download the full presentation in PDF format: Centaur Investment Outlook: Second Half 2022 – 11 July 2022 (PDF)
Does the impact of the Ukraine war show similarities to the fallout of the 1973 Yom Kippur war?
The impact the Ukraine war is having on energy prices and global inflation draws strong similarities to the fallout of the Yom Kippur War in 1973. While the war only…
The Centaur BCI Balanced Fund – Designed to Deliver
Download the full presentation in PDF format: The Centaur BCI Balanced Fund – 09 February 2022 (PDF)
Centaur Investment Outlook: 20 January 2022
Download the full presentation in PDF format: Centaur Investment Outlook: First Half 2022 – 20 January 2022 (PDF)
The Centaur BCI Flexible Fund: A Fund looking for special situations
Featured in Finweek, on Friday 22nd October 2021.
The Centaur BCI Flexible Fund – Designed to Deliver
Download the full presentation in PDF format: The Centaur BCI Flexible Fund – Designed to Deliver (PDF)
Centaur Investment Outlook: 22 July 2021
Download the full presentation in PDF format: Centaur Investment Outlook: Second Half 2021 – 22 July 2021 (PDF)
Centaur Investment Outlook: 21 January 2021
Centaur Investment Outlook by Roger Williams, on 21 January 2021. Download the full presentation in PDF format: Centaur Investment Outlook – 21 January 2021 (PDF) …
Editor’s pick: the team managing the Centaur BCI Flexible fund
“With South African equities performing so poorly over the past five years, being flexible has been hugely beneficial. Local fund managers have had to find alternative sources of return for…
Stock Pick: Spotify
Centaur’s Head of Research, Laing Walker, breaks down why we think Spotify is worth holding for years to come.
SA’s top performing unit trusts over 10 years
Read full article on Moneyweb: click here “The other fund on this list to deserve equal recognition is the Centaur BCI Flexible Fund, which is limited to 30% offshore exposure,…
Stock Pick: Exor
Centaur CIO Roger Williams recaps some highlights from one of our largest holdings, Exor.
Which Investment Style Beats the Market?
Head of Research, Laing Walker looks at which investment style is likely to beat the market.
Are there signs of a global e-Commerce bubble?
Assistant Portfolio Manager, Jacques Haasbroek, unpacks the evidence for a possible bubble in e-Commerce.