Boardroom Talk: Investors giving due attention to performance, rewarding 36ONE, Aylett and Fairtree

By Alec Hogg.It was a bumpy March for investment markets, especially on the JSE, where share prices followed the rest of the world lower – but did not participate in the late bounce. However, Corion's David Bacher reckons that divergence opens up a buying opportunity for active investors, and his house has gone overweight SA stocks to take advantage. In this monthly recap, Bacher also shares which money managers are hot (and not) by performance and flow of funds. He spoke to Alec Hogg of BizNews. To sign up for the monthly Corion Report: http://bit.ly/3KwvISX.___STEADY_PAYWALL___.The monthly Corion Report is always full of interesting information. A recap of the previous month's investment market performance, the report helps us get past the headlines, providing a more accurate look at what's happening..The latest one is no exception, highlighting, for instance, the volatility of Resources (bottom of seven categories over one year; top over one month) and relative strength of Equities (2 over three months, year to date and three years)..One trend that is now very entrenched is how investors are inching their savings away from SA's Big Asset Managers to the better-performing boutiques. That's a good thing – reflecting the benefits of competition and greater performance transparency..A significant winner is Cy Jacobs' 36ONE, while other regulars on the 'Inflows' table are rapidly growing Fairtree and Walter Aylett's house that bears his name. Big boys Allan Gray, Coronation and Stanlib have become incumbents on the 'Outflows" list. You can watch my interview on the Report with Corion's David Bacher by clicking here..More for you to read:.Latin America has learned how to fight a financial crisis. Latin America's famously vulnerable economies are holding their own despite economic chaos and political turmoil. Click here.How Russia's invasion of Ukraine pushed Finland and Sweden toward NATO. Click here. Just how much toilet paper do you need for a trip to Antarctica? If Wes Anderson could have scripted someone's life, it would be Jack Carlson's – enjoy his travel tips from a lifetime of globetrotting. Click here.

Boardroom Talk: Investors giving due attention to performance, rewarding 36ONE, Aylett and Fairtree

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