Meet The Manager Presentation | “South Africa – Deja, or Jamais Vu”

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. 

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