AWSM Fund’s Q2:17 Factsheet

Download the full factsheet here. Copied below is my narrative: Introduction: Honesty, Insight and Logic The AlphaWealth Prime Small & Mid Cap Fund (AWSM Fund) is -5.87% for the Q2:17. We are both managers of the Fund and investors in … Continue reading

PBT Group: Very Much Worth Looking At…

Extracted from AlphaWealth Prime Small & Mid Cap Fund’s Q1:17 factsheet (download full factsheet here): “Following Stellar Capital’s acquisition of the Prescient Financial Services cluster from Prescient Ltd, the remaining listed company renamed to PBT Group Ltd. What is PBT … Continue reading

Q1:16 Factsheet for AWSM Fund

Download the AlphaWealth Prime Small & Mid Cap Fund quarterly facthsheet here. Below is an excerpt from my commentary: “Why We Believe We Hold the Best Stocks on the JSE What makes a good company? Well, it is (1) highly profitable, (2) … Continue reading

Torre: Cheap Operations & Free Management

How much is a management team worth? This is probably one of the hardest questions to answer when valuing a company, but it is also arguably one of the more important ones. The reason for this importance is that management … Continue reading

The Investment Case for AWSM Fund

What follows is an investment case I was asked to write for a potential client to pitch my Small Cap Fund to his Investment Committee. I think it makes for a good read, so I’ve reproduced it here: “Over longer … Continue reading

AWSM Fund: Q3:15 Factsheet

I’ve just published my Small Cap Fund’s latest factsheet, Q3:15. You can download this factsheet by clicking here: AlphaWealth Prime Small & Mid Cap Fund’s Q3:15 Fact Sheet Here is a quick exert from my narrative: “To remind, reiterate and reinforce, … Continue reading