Urquhart Partners

13/02/2026

Another bruising trading update shows Pick n Pay bracing for more losses. Is the slump sector wide, or a uniquely Pick n Pay problem?

19/01/2026

Astoria’s recent unbundling of its Goldrush stake should improve liquidity and may result in price-insensitive selling. However, Optasia has a demanding valuation with little room for error

16/01/2026

Thanks to Financial Mail for including our perspective on JSE special situations in 2026. No crystal balls, just a lot of spreadsheets.

Continued momentum from last year’s payoffs, potential buyouts and a buoyant restructuring space should make for action aplenty in the year ahead

11/12/2025

We’ve shared our brief year-end fund update, available here along with prior updates and a link to subscribe to our mailing list. Thank you for your continued support, and wishing everyone a restful and enjoyable festive season.

What a year it has been! While the news flow is finally slowing, there’s no rest for the wicked. Urquhart Partners will remain active through the festive season, positioning the fund for what promises to be another eventful year in financial markets.

01/12/2025

Four companies. Two buyout deals. What investors should consider in the Premier-RFG and Anglo-Teck deals

21/11/2025

We enjoyed speaking with HedgeNews Africa about the launch of our fund. As the new kid on the block, we appreciate the early interest and the opportunity to share what we’re setting out to do in the special situations space.

Read the full article:

Cheesman zooms in on special situations in SA By News - November 21, 2025 Richard Cheesman You need to be logged in to view this content. Please Log In. Not a Member? Join Us Previous articleHedge funds track higher in October News

07/11/2025

The ‘Please Call Me’ case has finally wrapped up. But while the terms of the settlement are secret, it’s unlikely they’ll stay that way.

30/10/2025

21/10/2025

UP is quoted in this article discussing the offer made for Barloworld:

Newco, the consortium taking over SA’s exclusive Caterpillar dealer Barloworld, remains confident it can proceed with plans for a delisting from the JSE.

20/10/2025

With the steady stream of delistings on the JSE, it’s a good time to sign up for our mailing list to stay informed about special situations and the latest from Urquhart Partners:

Urquhart Partners, Email Forms

03/10/2025

The complicated and controversial bid to buy JSE stalwart Barloworld is all over, bar a final upset from dissenting shareholder Silchester.

25/09/2025

Interviewing Richard: rambling answers, tangents, side quests.
Currency News somehow made it readable, miraculous.

There are curious corners of the JSE where few investors venture. A new fund is hoping to bring these opportunities to retail buyers.