- Richemont's Renaissance
- S&P500: Returns Now Driven by Just a Handful of Stocks (August 2025)
- Taking Stock Shifting Markets Balanced Perspective (July 2025)
- Nothing Runs like a Deere (October_2024)
- Capitec: Rethink Banking (September 2024)
- The Return of Volatility (August 2024)
- Standard Bank: Still Leading the Way in Africa
- Are the Magnificent Seven valuations justifiable? (March 2024)
- Aperture_Capitec_HY_2027_Results
- Aperture_Remgro_FY_2026_Results
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- Aperture_Sanlam_Group_HY_2026_Results
- Aperture_OUTsurance_FY_2026_Results
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- Aperture_Impala_Platinum_FY_2026_Results
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- Aperture_Shoprite_FY_2026_Results
- Aperture_Bidcorp_FY_2026_Results
- Aperture_MTN_Group_HY_2026_Results
- Aperture_Tencent_Q2_2026_Results
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- Aperture_Standard_Bank_HY_2026_Results
- Aperture_Booking_Holdings_Q2_2026_Results
- Aperture_Uber_Technologies_Inc._Q2_2026_Results
- Aperture_Advanced_Micro_Devices_Q2_2026_Results
- Aperture_Glencore_HY_2026_Results
- Aperture_Eli_Lilly_1H26_Results
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- Private Clients Balanced Portfolio
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- Private Clients Global Equity Portfolio Note 1
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- Private Clients Moderate Portfolio
High level information and our investment views on all the companies within our local and global model portfolios
Relevant updates and developments on companies or holdings within our model portfolios