BNC#5: Cy Jacobs – Do better by protecting capital on the 10 worst days, than missing the 10 best days
Cy Jacobs gives an insightful presentation at BNC#5 – delving into 36One Asset Management, hedge funds, and the opportunities within a crisis.
36ONE Asset Management
🔒 Boardroom Talk: Investors giving due attention to performance, rewarding 36ONE, Aylett and Fairtree
Alec Hogg writes on the monthly Corion Report – providing a more accurate look at what is happening, beyond just the headlines.
Winning both ways – 36ONE’s Cy Jacobs on the genius of Hedge Funds for retail investors
When co-founding 36ONE almost two decades ago, top SA money manager Cy Jacobs used the opportunity to launch a long/short hedge fund.
Q&A with 36ONE asset manager Cy Jacobs – on performance fees, crypto and flexible investing
Cy Jacobs shares his insights into investing, how 36ONE runs multiple funds, on performance fees, Warren Buffet, and cryptocurrencies.
Putting our money where our mouth is – 36ONE’s Cy Jacobs
Cy Jacobs offers insight into his asset management firm 36ONE, with an investment team he has personally built over 18 years.
Shoprite exits Nigeria – What makes Africa such a challenging place for SA retailers?
Evan Walker and Piet Viljoen weigh in on Shoprite’s decision to exit Nigeria and what makes the market so challenging for retailers.
JP Verster: Life after 36One – Top hedge fund manager raising funds in London, New York
JP Verster shares his ideas on where he’s investing now, the stocks being shorted – and how he reconciles a hedge fund career with his admiration for Warren Buffett, one of the industry’s greatest critics.
Standard Bank seen writing off metal held in China probe
Standard Bank, Africa’s biggest lender by assets, may make further writedowns of about $80m on the value of aluminum stockpiles in a fraud investigation.
Market watchers Verster, Gungqisa on Oil, ArcelorMittal, Dutch Disease
This discussion focuses on an unconfirmed report Arcellor Mittal is about to close South African plants, arguments around beneficiation and the oil price.
Abil to seek $800m cash call as CEO quits
By David Dolan and Tiisetso Motsoeneng JOHANNESBURG (Reuters) – African Bank Investments warned on Wednesday it needed to raise around $800 million after it flagged a full-year loss and its chief executive quit, prompting a shareholder to liken the South African mass-market lender to a “bottomless pit”. The news wiped out more than half of … Read more