Shaun le Roux

25 Apr 2019

SA Inc still looking promising, says PSG Asset Management

By Janice Roberts

“As we have noted for some time, there is pervasive fear in certain parts of investment markets. This is in complete contrast to other areas that are well owned and in which investors are inclined to be complacent. Markets therefore continue to be characterised by wide valuation divergences,” said Shaun le Roux, fund manager at...

19 Jul 2018

Choosing the right shares is crucial in today’s low-return environment

By Janice Roberts

Many investors may be experiencing a prolonged absence of inflation-beating investing returns. This concern is well founded, given the median three-year returns generated by the following major fund categories: SA Equity General: 3.2% SA Multi Asset Flexible: 3.8% SA Multi Asset High Equity: ...

13 Jun 2018

Value is abundant in expensive markets

By Janice Roberts

By Shaun le Roux is the fund manager of the PSG Equity and PSG Flexible Funds. Global assets are generally trading at elevated valuation levels. Given these levels, we believe that portfolio returns (on a broad basis) will be disappointing compared to the returns South African (and other) investors have become accustomed to over the...

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