PSG Asset Management

03/09/2026

When a handful of shares are driving performance, it can be difficult for investors to find the motivation to buy anything else. However, this is probably the time when diversification becomes most valuable investor portfolios. In this video, CEO Lyle Sankar shares his thoughts about maintaining investor discipline during periods of strong market performance. Watch here:

In this video, PSG Asset Management CEO Lyle Sankar discusses why p...

02/09/2026

In a world of shifting global power, evolving supply chains and elevated levels of volatility, Fund Manager Dirk Jooste argues that finding a real active manager is increasingly important to ensure the necessary diversification within portfolios. Read the full FAnews article here: https://shorturl.at/tGwQj

01/09/2026

In the latest , CEO Lyle Sankar points out that diversification can become most challenging to implement in portfolios when it is needed most, especially when surging markets make it difficult to look beyond a handful of winners. https://bit.ly/4xxWDnG

27/08/2026

In all the excitement about Artificial Intelligence’s (AI’s) transformative potential for our economies and the resultant efficiency gains, it is easy to forget that a business case is not necessarily the same thing as an investment case. Fund Manager, Dirk Jooste explores alternatives to the AI capex boom in a recent BusinessBrief article. https://shorturl.at/pm1Ls

26/08/2026

Four years ago, we highlighted forces reshaping global financial markets. As these market distortions continue to unwind, Fund Manager Shaun le Roux revisits what has changed and for the implications for investors today. Read more here: https://bit.ly/4hy5Ren

25/08/2026

Our latest fund fact sheets are available. They are a great source of insight into our team's recent fund views. https://bit.ly/3GQyb5z

20/08/2026

In our latest , we discuss our investment views in the context of a changing landscape.
This edition features articles by:
• Fund Manager Shaun le Roux, who highlights the changes we have seen in markets since we introduced our ideas around ‘the big unwind’ four years ago.
• Fund Manager Mikhail Motala, who outlines our shifting views on investment in SA Inc.
•Fund Manager Marc Beckenstrater, who highlights the changes in the fixed income landscape that led us to launch a global diversified income fund.

Read more: https://bit.ly/3UuV8aY

18/08/2026

The fixed income landscape continues to evolve in 2026. In this video, Fund Manager Marc Beckenstrater unpacks some of the key global developments shaping markets.

In this video, Fund Manager Marc Beckenstrater provides an overview...

13/08/2026

In a recent Citywire article, Fund Manager Duayne Le Roux discusses the PSG Bond Fund, and explains how our philosophy informs our positioning changes. Read more here: https://shorturl.at/SL4jd

11/08/2026

In this FAnews article, Fund Manager Dirk Jooste explains why investors should look beyond the AI capex boom and explore underappreciated opportunities and where PSG Asset Management is finding opportunities in an evolving investment landscape. Read the article here:

In all the excitement about artificial intelligence’s (AI’s) transformative potential for our economies and the resultant efficiency gains, it is easy to…