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

JSE Power Hour: Start-to-End Investing in Small Caps

Last night I gave a presentation at the JSE about investing in small caps. The idea was almost to present a turnkey solution to investing in this part of the stock market. For this reason, the presentation starts very basically … 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

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

Notes from the Other Side

About two years ago I moved from my previous role on the sell-side to a buy-side position to set up my own Small Cap Fund. While I like to think that I know our market reasonably well, this change in roles … Continue reading