We recently presented at the Meet The Managers conference covering the following:
- Deja Vu = “already seen”; Jamais Vu = “never seen”
- Whilst COVID-19 may have triggered a unique crisis, does the recovery mirror previous cycles?
- Are South African equities and bonds a Value Trap or the opportunity of a lifetime?
- How we have positioned the ClucasGray Equilibrium Fund & ClucasGray Equity Fund.
- Why we believe our positioning is appropriate.
Click on the link below to watch our presentation.