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investment
research and reports
Links to
our research reports and notes are given below. These notes
and reports are designed to offer insights into our
investment philosophy and approach, as well as to provide
comment, from time to time, on issues that are of importance in
the investment management environment, such as reviews of
asset allocation strategies and capital market activities.
Research Reports
Gradidge Mahura Investment Conference - September 2009
Diamonds & Dogs - The Year the Dog Ate My Homework
(2009)
Diamonds & Dogs - Appendices (2009)
Diamonds & Dogs - Why Value Works
(2008)
Diamonds & Dogs - Appendices (2008)
Cannon Asset Managers Navigating the Equity Environment (Jan
2008)
Cannon Asset Managers Building on Experience (Nov 2007)
Not
All Funds are Born Equal: Why Value Works
(Oct 2007) -
(Click here for the All Fund
Performance)
In Search of Success A Contrarian View
(Oct 2007)
Super Dogs (2007) - The Value of
Active Value
Taking Stock - What to expect from ICT shares in 2007
Appendices - Super Dogs
(2007)
Super Dogs
(2006)
Economic Outlook on Interest Rates
(2005)
Dogs and Diamonds Study (2005)
Property Market Update (2005)
Budget Review (2005)
Property Market Study (2004)
Interest Rate Review (2004)
The Bear Necessities: An Analysis
of the Investment Climate (2003)
Every Which Way But Lose (2003)
Babies and Bathwater: A Case for
South African Equities (2003)
Asset Allocation Reports
Investors’ Alidade (First Quarter 2008)
Special Notes
Leptokurtic with Fat Tails: Stay
Invested (2004)
* Please note that some files above are in "Adobe Acrobat
Reader" Format.o download Adobe Acrobat Reader please click the link bellow.
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