LemVega Capital®’s Post

The Steen Partners High Equity Prescient QI Hedge Fund (“Steen Partners Fund”) celebrated its first anniversary on 31 July 2024. We are now able to, under the rules and regulations of the FSCA, publish our performance results.   For the twelve-month period since inception to 31 July 2024, the Steen Partners Fund returned 17.2% after all fees, compared to 4.8% for the JSE all share index (JSE), our benchmark. Year-to-date to 31 July 2024, we are up 19.9% after all fees, compared to 7.6% for the JSE.   With thanks to our partners:   Prescient Fund Services Absa Capital Investec Nedbank Northern Trust Independent Compliance Services   Visit us at www.steencap.com Disclaimer: Steen Capital Partners (Pty) Ltd is an authorised financial services provider (FSP 52781). Collective Investment Schemes in Securities (CIS) should be considered as long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CISs are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested. There is no guarantee in respect of capital or returns in a portfolio. Prescient Management Company (RF) (Pty) Ltd is registered and approved under the Collective Investment Schemes Control Act (No.45 of 2002). For any additional information such as fund prices, fees, brochures, minimum disclosure documents and application forms please go to www.prescient.co.za. For qualified investors only.

Our strategic partnership with Avantis Investors is making news in Chris Latham's Investments Roundup in Wealth Solutions Report. We're excited to provide Avantis' low-cost, actively managed ETF strategies in the FusionIQ One Digital Model Marketplace. Together, we have a shared vision to deliver dynamic and adaptable investment strategies that prioritize client perspectives. Read more about how we're helping advisors and their clients achieve their investment goals in Wealth Solutions Report: https://lnkd.in/g5fa75Fa Learn more about how the FusionIQ One Digital Model Marketplace is putting financial advisors in control of winning investment strategies at a lower cost: https://lnkd.in/gmMj47nh #investingstrategies #etfs #wealthmanagement #etfinvesting #fintech

A catalyst for active bond ETF launches in Europe, or an entry point for a broader challenge to the likes of BlackRock? What do fund selectors make of Janus Henderson Group PLC's acquisition of Tabula Investment Management? We spoke to Dan Caps, CFA, Goncalo Machado, Allan Lane, Alex Brandreth, Peter Sleep and Paul Dennis to find out. Evelyn Partners, InvestEngine, Algo Chain, Luna Investment Management, Holden & Partners - Independent Financial & Investment Advice #etfs #activemanagement #bonds

From Tom Steyer to today, Farallon Capital endures with its core strategies intact. Explore the fund's core approach on investment focus and recent performance insights here: https://lnkd.in/gF5ifuti #TomSteyer #FarallonCapital #Investment #Strategies #FinancialPerformance #TomSteyerLegacy

The latest global research by Nickel Digital Asset Management sheds light on a significant shift in the perception of digital assets among institutional investors and wealth managers. With nearly 9/10 respondents recognizing the importance of digital assets in diversified investment portfolios, it's clear that mainstream acceptance is on the rise. According to the study, half of the participants believe that digital assets should constitute a moderate portion of portfolios. This growing acknowledgement of the role of digital assets signifies a fundamental change in investment strategies, highlighting their potential as a key component in achieving diversification and long-term growth. #DigitalAssets #Diversification #FinTech

Had a brilliant day at ETF Stream , exploring the ETF ecosystem and listening to a keynote from Catherine Wood. If you would like more information about our new active UCITS ETFs, please get in touch! I will also be at the conference tomorrow if you want to grab me. Also great questions from Tom Eckett ARK Invest Europe ARK Investment Management LLC

OP Investment Management and Life Korea are set to launch the first engagement fund tailored for international allocators. This initiative represents a pioneering step in global investment, offering unique opportunities for international investors. #Investment #GlobalFinance #Innovation #OPIM

Private capital funds taking more money from investors then has been distributed back to them to the tune of over $1.5trn should be nothing short of a wake-up call ⏰ The investor -> fund -> portfolio business value chain is inherently broken, with too much capital being siphoned off by middlemen. New technology enables vastly more effective and appropriate monitoring of financial activity and should be commonplace, but it's shunned in favour of hedging bets and a fake-it-till-you-make-it attitude. Portend is on a mission to prove real time due-diligence is the key to unlocking financial transparency and better more equitable relationships across the value chain 🚀 https://lnkd.in/eke4aCzq

Substantially management-invested investment funds are often niche funds set up by a closed circle of investors, such as family offices. They may not be advertised publicly, and investors can invest by invitation only. https://lnkd.in/dAzww5Xa For information only, this is not a financial advice. #investmentfunds #familyoffices #fundmanagers

It is difficult for any active investment manager to outperform the market consistently when the market is growing at such a high-octane rate, and this was true in aggregate of the global #hedgefund industry from approximately 2009 through to 2020. Consequently, the industry sought to redefine its value to investor portfolios, the new paradigm being one of downside protection and diversification rather than alpha. The alpha era was apparently over. But now it may be back, and investor interest is on the rise. Christen Thomson of Citigate Dewe Rogerson offers his views on the trend, and explains why having the right strategy, operational infrastructure, governance and culture won't be enough to attract assets in a guest article. https://lnkd.in/eqe2T3pw #alternativeinvestments #assetraising #capitalraising