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Hedge fund fees suggest investors are buying a superior product

Hedge funds have a reputation globally for charging higher fees than their long-only counterparts. The mantra “2 and 20” is traditionally the way hedge fund fees have been described, capturing the fee model of 2% management fee and 20% of outperformance as a performance fee.

The benefits of incorporating hedge funds into long-only portfolios

The performance review of hedge funds showed that there is clear investment merit in investing in hedge funds, not only for the potential downside protection that is at the core of the hedge fund proposition, but also for the absolute returns that hedge funds can generate.

From prime to repo: a cleaner benchmark for a lower-rate South Africa

Most people know their loan is priced at “prime plus or minus a percentage”. But what exactly is prime, asks Razeen Dinath of Fundhouse?

Education is everything

The ImfundoHub is a digital education platform that delivers low-bandwidth, CAPS-aligned learning support to South African learners through WhatsApp. Blue Chip speaks to the founder, Dr Vashna Jagarnath.

Adapting Financial Planning Education for a Changing Financial World

Financial planning in 2026 is being reshaped by rapid technological innovation, evolving regulation, and increasingly sophisticated client expectations. The profession now demands far more than product knowledge, writes Mary-Ann Ebigo, CFP®.

Using multiple financial advisors may hurt your wealth

Diversifying financial advice is not the same as diversifying your investment portfolio, writes Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings.

The behavioural alpha – hedge funds offer more than an investment...

The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.

Bateleur Capital

Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004.

COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
Duncan Lamont, Head of Strategic Research, Schroders

How serious are the spillover risks from private credit to public...

Problems in direct lending, the $2-trillion sector of the broader private credit market, are worrying investors in public markets. Are they right to worry asks Duncan Lamont, Head of Strategic Research at Schroders?
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Blue Quadrant Capital Management

Blue Quadrant Capital Management is a Cape Town-based, owner-managed asset manager that currently has around R900-million assets under management.

A winning formula

When it makes sense to combine a living annuity and life annuity, by Rocco Carr, Business Development Manager, Glacier by Sanlam.

Building personal relationships

Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry.
Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it.

A “super El Niño” threatens waves of commodity-driven inflation into 2027

A potentially strong El Niño in 2026, shifting global rainfall and coming on top of fertiliser supply disruption, could push next year’s food inflation into double-digits, writes David Rees (Head of Global Economics, Schroders) and Sandeep Jaggi (Analyst Emerging Markets Debt & Commodities, Schroders).
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