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.
Cy Jacobs gives an insightful presentation at BNC#5 – delving into 36One Asset Management, hedge funds, and the opportunities within a crisis.
Alec Hogg writes on the monthly Corion Report – providing a more accurate look at what is happening, beyond just the headlines.
When co-founding 36ONE almost two decades ago, top SA money manager Cy Jacobs used the opportunity to launch a long/short hedge fund.
Cy Jacobs shares his insights into investing, how 36ONE runs multiple funds, on performance fees, Warren Buffet, and cryptocurrencies.
Cy Jacobs offers insight into his asset management firm 36ONE, with an investment team he has personally built over 18 years.
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 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, Africa’s biggest lender by assets, may make further writedowns of about $80m on the value of aluminum stockpiles in a fraud investigation.
This discussion focuses on an unconfirmed report Arcellor Mittal is about to close South African plants, arguments around beneficiation and the oil price.
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