Has The MTBPS Changed Our Investment Approach? At Heritage Wealth Partners, we focus on investment strategies that make sense for individual clients. We are guided by an underlying belief that a sensible strategy includes a healthy dose of geographical diversification. Did Finance Minister Tito Mboweni’s speech unveil anything that changed our minds? The MTBPS is...
SA mid-caps: best for traders, not wealth creators If FinTwit (market commentators on Twitter) is a reliable gauge of investor sentiment, there’s a shift in focus among South African institutional investors and analysts towards the unloved children in the small- and mid-cap space on the JSE. This is largely because there are limits placed on...
Heritage Wealth Partners has delivered top-tier performance to clients over 12 months The Corion Report has become a go-to publication in the South African investments industry. The report gives performance updates of major sectors as well as the various unit trusts in the market. We are thrilled to confirm that Heritage Wealth Partners’ clients have...
Unicorn shines through the September tech sell-off In light of the recent sell-off on the Nasdaq of the world’s finest tech stocks, we felt it was worth reflecting on the resilience of the Unicorn Fund to these market moves. Things go up and things go down. That’s normal. The effect cannot be mitigated through a...
IPOs in 2020 – is this the real life, or is this just fantasy? Initial Public Offerings (IPOs) must be the purest of all activities in the capital markets. A well constructed company with a bright future comes to market in search of capital, liquidity in its stock and prestige. The top execs can taste...
Tech investors had a whale of a time The tech-heavy Nasdaq 100 has dominated the headlines over the past 6 months and with good reason. After the markets crashed between February 19th and March 23rd, the Nasdaq-100 bounced hard and was already back to its February levels by the start of June. The plucky S&P...
Tech: the investment linchpin The linchpin is the most important part of any system. In the mechanical world, it is used to stop the wheels coming off an axle (literally). The wheels have come off many industries this year, but some have flourished. Tech isn’t just the linchpin of our portfolio; it’s the linchpin of...
South Africa Inc. is burning an Aspen-sized hole every month Level 2 is here and with it comes a raft of changes that bring the country a few steps closer to freedom. Family and friends can visit each other again. Provincial travel is allowed. Alcohol can be bought and so can cigarettes. Public spaces are...
Double, no quits – a 100% return in just 18 months Heritage Wealth Partners and our asset managers launched a high-growth portfolio at the end of 2018, designed to take advantage of the finest investment opportunities available globally. Even we are surprised at just how successful it has been. If you invested R1m with us...
