Justin Brown

A big thank you to @LiftAirlineSA for the exceptional service I received on Tuesday, 14 October. I got stuck in unexpected traffic on my way to OR Tambo for my Lift flight and reached out to your WhatsApp service. They notified your airport team, who graciously assisted me.🙏

#Finnishboutique Sifter enters SA with #concentrated #globalequity play. Sifter Capital, whose origins date back over 30 years, has retained its vision of investing in only the highest #quality companies, @JustinBrownSA writes. citywire.com/za/news/finnis…

#AI moves from #hype to an edge for the SA #assetmanagement industry. AI is not a replacement for #humanjudgment but an #assistant that can sift through massive amounts of data and provide more #insights and greater #efficiency, @JustinBrownSA writes. citywire.com/za/special-rep…

Japan’s @Nomura to launch SA feeder for its #quality #globalequity fund. The portfolio will launch in South Africa at a time when #qualityinvesting has been through a tough few years, @JustinBrownSA writes. #Fundmanagerviews citywire.com/za/news/japan-…

@JustinBrownSA shares the list of 14 SA-registered #assetmanagers that earned the coveted #Citywire Platinum Group Rating – a recognition reserved for managers in the top 2% of their category. #assetmanagement #financenews #investmentnews citywire.com/za/news/these-…

.@SATRIX_SA's assets jumped 11% to R272bn in H1 2025 from Dec 2024, with increasing recognition of cost‑efficient index‑tracking funds & growth in #ETF assets on Lisp platforms. @JustinBrownSA shares insights here. #ETFs #investmentinsights #financenews citywire.com/za/news/strong…

.@LauriumCapital has promoted Shwebi Gqosha from fixed income analyst to lead fixed income portfolio manager. Gqosha replaced Melanie Stockigt, who joined @Granate_AM. @JustinBrownSA shares details here. #financenews #womeninfinance citywire.com/za/news/lauriu…

London boutique Sarasin & Partners LLP follows a #thematic quality #investment approach, and the asset manager believes it delivers outperformance based on key factors. @JustinBrownSA shares insights from Sarasin's Tom Wildgoose, here. #investments citywire.com/za/news/sarasi…

Coronation CIO: Growth needs to justify #SAequity ratings. Karl Leinberger believes if SA does not deliver #economicgrowth over the next five years, there is a serious risk that the government will be in trouble, @JustinBrownSA writes. #Outlook2025 citywire.com/za/news/corona…

$153bn @GQGPartners explains how its #quality approach leads to ‘dynamic’ and ‘adaptive’ portfolios. The #assetmanager’s investment process can lead to big shifts in its portfolios’ sector allocation, @JustinBrownSA writes. #GlobalEquity citywire.com/za/news/153bn-…

These are SA funds that missed their benchmarks by the most in 2024. Seven #globalequity and three #globalflexible funds were some of the SA unit trusts that fell far below their benchmarks in 2024, @JustinBrownSA writes. @PSG_AM @RozendalPartne1 citywire.com/za/news/the-sa…

@Rezco_invest CEO: #SAInc shares could deliver 20% compound return over three years. Simon Sylvester believes South African assets are at the early stages of a multi-year growth cycle that could last at least three years, @JustinBrownSA writes. #Equities citywire.com/za/news/rezco-…

The global manager of $170bn will soon launch its first SA #feederfund. The Artisan Global #Value fund is one of @artisanpartners’ top strategies. The fund has 2 benchmarks, the MSCI All Country World and MSCI All Country World Value indices.#globalequity citywire.com/za/news/170bn-…

The 10 top-performing SA unit trusts in 2024 fell into four broad categories: #flexible, #growth and #tech, #value, and those exposed to SA small- and mid-cap stocks. @saltlightfunds @sygnia @1nvest_SA @ninetyone_sa @NedgroupInvest @AnchorCapitalZA citywire.com/za/news/the-10…

Could 2025 be a year of double-digit #SAequity returns? Truffle Asset Management believes many JSE-listed #globalshares are cheaper than ever. @PPS_SA Investments is constructive yet cautious about the outlook for the SA equity market in 2025. citywire.com/za/news/could-…

#LabourCourt rules in favour of Argon Asset Management in the battle with former deputy CEO Luyanda Joxo. The Labour Court set aside the #CCMA's original award and ruled that Joxo's dismissal was substantively and procedurally fair, @JustinBrownSA writes. citywire.com/za/news/labour…

According to @MorningstarInc, the 10 worst-performing SA #unittrusts in 2024 comprised resources, global #realestate and two @PSG_AM strategies, @JustinBrownSA writes. @Momentum_za @ninetyone_sa @SanlamInvest @NedgroupInvest @Discovery_SA @FairtreeGroup citywire.com/za/news/the-10…

@SATRIX_SA launches #IPO for SA’s first global #balanced ETF. Satrix’s existing four #multiasset funds have assets of almost R15bn. The new Satrix Global Balanced Fund of Funds ETF will list on the @JSE_Group on 4 December, @JustinBrownSA writes. #Etfs citywire.com/za/news/satrix…

CIO: Effect on #inflation from Trump’s policies will be neutral. 'We think the market’s missing something.’ @newroadcapital’s Paul Fouché shares his views on the impact of #DonaldTrump’s policies on US inflation, #China and #geopolitics. #Fundmanagerviews citywire.com/za/news/cio-ef…

The PM of this R5.8bn fund explains its ‘dramatic’ #assetallocation changes. Since the South African elections at the end of May, the fund has cut SA #fixedincome and #equity exposure while increasing #cash and #globalequity holdings. citywire.com/za/news/the-pm…