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We are thrilled to reveal the nominees for the 2024 Edify Retail Hedge Fund Awards, celebrating excellence in the Retail...
28/01/2025

We are thrilled to reveal the nominees for the 2024 Edify Retail Hedge Fund Awards, celebrating excellence in the Retail Investor Hedge Fund (RIHF) sector!

These awards recognise hedge funds that have demonstrated outstanding performance, risk management, and innovation in their respective categories.

Awards Criteria:

- Nominees and ultimate winners for each category will be determined based on the highest 3-year risk-adjusted returns.
- Sortino Ratio will be utilised as the measure of risk-adjusted return.
- Sortino Ratio was selected as a measure that does not penalise volatility to the upside, and emphasises the positive skew of asymmetric returns

Nominees by Category:

Best Fixed Income Retail Hedge Fund:
- Abax Fixed Interest Prescient RI Hedge Fund
- Abax RCIS Vega Retail Hedge Fund
- Acumen AcuityOne FR Retail Hedge Fund
- Terebinth FI Macro FR Retail Hedge Fund

Best Equity Retail Hedge Fund: Defensive
- Abax Boa NCIS Market Neutral RIF
- Bateleur Market Neutral Prescient RI Hedge Fund
- Nitrogen Nitrogen RCIS Retail Hedge Fund
- Peregrine Capital Pure Hedge H4 Retail Hedge Fund

Best Equity Retail Hedge Fund: Growth
- 36ONE FR Retail Hedge Fund
- Abax Long/Short Equity Prescient RI Hedge Fund
- AG Capital Opportunity FR Retail Hedge Fund
- AG Capital Rainbow FR Retail Hedge Fund
- Anchor Stable FR Retail Hedge Fund

Best Multi-Strategy Retail Hedge Fund:
- Marble Rock NCIS Keystone FICC Retail Investor Hedge Fund
- Peregrine Capital High Growth H4 Retail Hedge Fund
- SouthernCross Multi Strategy Prescient RI Hedge Fund
- X-Chequer Duo Multi Strategy FR Retail Hedge Fund

📅 Key Dates to Remember

27 January 2025 – Nominees announcement ✅
24 February 2025 – Winners revealed! 🏆

Congratulations to all the nominees! Your dedication to excellence in the hedge fund industry is truly commendable. Stay tuned for more details as we celebrate the best in the industry.

Visit our website for more details via the link below:
https://edifyinvest.co.za/edify-awards/

12/12/2024

Adam Bulkin presenting at our recent Roadshow Lunch in Stellenbosch at Wijnhuis Restaurant.

At Edify, we believe that the preservation of capital is as important as the creation thereof.

That is why we are always cognisant of the calculated risks that we take to produce the superior investment outcome our clients require.

Rigorous risk management is a fundamental part of our investment process where risks are identified, monitored, and analysed at every stage of the investment process.

Edify Hedge Fund Investor Lunch Roadshow Series – 2024 RecapWe’ve successfully concluded our 2024 Investor Lunch Series,...
03/12/2024

Edify Hedge Fund Investor Lunch Roadshow Series – 2024 Recap

We’ve successfully concluded our 2024 Investor Lunch Series, connecting financial advisors and hedge fund partners across three incredible events in Stellenbosch, Cape Town and Johannesburg.

Each lunch provided valuable insights into the role hedge funds play in a client’s portfolio and showcased their accessibility as key investment solutions.

Benefits of utilising Edify’s hedge fund solutions:

• Hedge funds offer diversification benefits to existing balanced portfolios shifting the efficient frontier

• By including hedge funds to a clients existing balanced or stable fund, returns will increase while risk and volatility will decrease leading to superior outcomes for clients in respect of both absolute and risk adjusted returns

• Hedge funds are particularly well suited to living annuities where clients have regular withdrawals and should suffer as little volatility as possible
• Hedge funds are available across all major investment platforms
• Hedge funds are complex and more nuanced to understand compared to traditional investments and it is therefor important to partner with experts to provide diversified hedge fund exposure to client portfolios
• Edify’s hedge fund solutions can run concurrently with your existing DFM solution.
• Regulation 28 allows 10% hedge fund exposure for pre-retirement savings.
• There is no limit on hedge fund exposure for post-retirement and discretionary savings.

Fund Managers who represented our Fund Partners at the Lunches:

Stellenbosch at Wijnhuis Restaurant:
- Adam Bulkin from Edify Invest Fund Managers
- ⁠Waldo Booysen from Peregrine Capital
- André Steyn from Steyn Capital Management
- Cobus Potgieter from SouthernCross Capital
- ⁠Charl Gous from Bateleur Capital

Cape Town at 47 Bree Street:
- Adam Bulkin from Edify Fund Managers
- ⁠Cobus Potgieter from SouthernCross Capital Management
- ⁠Waldo Booysen from Peregrine Capital
- ⁠Sibo Khumalo from Steyn Capital Management
- ⁠Charl Gous from Bateleur Capital

Johannesburg at Ethos Restaurant:
- Cobus Potgieter from SouthernCross Capital
- Wessel Joubert from Oyster Catcher
- André Steyn from Steyn Capital Management
- Alan Yates from Peregrine Capital
- ⁠Adam Bulkin from Edify Fund Managers

A heartfelt thank you to everyone who joined us and made this series a resounding success! Stay tuned—our 2025 events promise even more. Sign up for our Investor Letter via the link to stay updated and gain exclusive access to future Edify Fund Manager Events.

Leverage & VAR: Understanding Hedge Fund Risk This graph highlights the difference in risk between traditional long-only...
25/10/2024

Leverage & VAR: Understanding Hedge Fund Risk

This graph highlights the difference in risk between traditional long-only investments and hedge funds by comparing standard deviation to VAR limits.

For the Top 40 equities, the standard deviation is 19.2%, while the potential 1-month loss (99% VAR) is 13.8%, with the CISCA regulatory limit set at 20%.
In contrast, the ALBI (bonds) portfolio shows a standard deviation of 9.5% with a 6.5% VAR, also capped by CISCA's 20% limit.
This demonstrates that while hedge funds might take on more complex risk management strategies, regulations like CISCA help mitigate these risks, keeping potential losses within controlled boundaries.

Hedge fund managers and investors need to balance these factors to achieve optimal returns while adhering to regulatory limits.

: The Long and Short of Leverage and VAR: What are the Risk Limits to Hedge Funds? Matrix Head of Product, Jean-Pierre,...
24/10/2024

: The Long and Short of Leverage and VAR: What are the Risk Limits to Hedge Funds? Matrix Head of Product, Jean-Pierre, shares more on the topic.

Understanding Hedge Fund Risk

Hedge funds have come a long way and are now an essential part of institutional and retail portfolios. But how do they manage risk compared to traditional investments?

In a recent analysis by Matrix Fund Managers, we explored the use of leverage and Value at Risk (VAR) limits, key measures in hedge fund risk management. The FSCA and CISCA regulations help keep these risks in check by setting limits on leverage and potential losses.

Whether you're investing in retail hedge funds or fixed income strategies, understanding these risk controls is crucial to making informed investment decisions.

A monthly campaign featuring prominent Fund Managers in South Africa, sharing their insights and opinions on current de...
21/10/2024



A monthly campaign featuring prominent Fund Managers in South Africa, sharing their insights and opinions on current developments in the industry.

Meet the Author for October 2024, Jean-Pierre Matthews - Head of Product at Matrix, who will shed light on the Long and Short of leverage and VAR and provide more context to hedge fund risk limits.

To receive the full article, sign up for our Investor Letter: https://edifyinvest.us21.list-manage.com/subscribe?u=46da10a1235e9b56e8a21862d&id=02394857bf

SARB Delivers First Rate Cut in Over Four Years: What It Means for South AfricaThe South African Reserve Bank has reduce...
19/09/2024

SARB Delivers First Rate Cut in Over Four Years: What It Means for South Africa

The South African Reserve Bank has reduced the interest rate by 25 basis points, marking the first rate cut since the pandemic. Despite global pressures, including a larger move by the Fed yesterday, SARB remains cautious, citing the need to balance inflation and economic recovery. With inflation cooling to 4.4%, this cut offers a glimmer of hope for businesses and consumers alike.

The Federal Reserve has made its first rate cut since the pandemic, reducing benchmark interest rates by 50 basis points...
18/09/2024

The Federal Reserve has made its first rate cut since the pandemic, reducing benchmark interest rates by 50 basis points.
This half-percentage point reduction is a bold move aimed at preventing a slowdown in the labor market and bolstering the economy.

With inflation easing and job growth stabilizing, the Fed’s decision aligns with shifting market expectations. The last time we saw a cut like this outside of a pandemic response was back during the 2008 financial crisis.

What does this mean?
The federal funds rate is now set between 4.75% and 5%, potentially affecting borrowing costs for everything from mortgages to credit cards.

South Africa’s inflation dipped to 4.4% in August, the lowest in two years, sparking optimism for a potential interest r...
18/09/2024

South Africa’s inflation dipped to 4.4% in August, the lowest in two years, sparking optimism for a potential interest rate cut.

This decrease, driven by slower food and transport cost increases, is a promising sign for businesses and consumers alike.

As inflation aligns with the Reserve Bank’s target range, it opens the door for monetary policy adjustments that could stimulate economic growth.

August CPI Report: Inflation Eases, but Core Prices Remain StubbornThe U.S. consumer price index for August shows inflat...
11/09/2024

August CPI Report: Inflation Eases, but Core Prices Remain Stubborn

The U.S. consumer price index for August shows inflation cooling to 2.5% YoY, marking its lowest rate since early 2021. However, core inflation, which excludes volatile items, remains stickier, increasing 3.2% YoY. This indicates underlying inflationary pressures are still in play.

South African Economy Grows by 0.4% in Q2 2024The South African economy expanded in the second quarter of 2024, growing ...
03/09/2024

South African Economy Grows by 0.4% in Q2 2024

The South African economy expanded in the second quarter of 2024, growing by 0.4%. This growth was driven by strong performances in the finance, manufacturing, trade, and electricity, gas & water supply industries.

On the demand side, increased household and government consumption, along with a build-up in inventories, contributed to this encouraging economic growth.

Eurozone Inflation Drops to 2.2% in August: What Does It Mean for the Economy? The latest data shows Eurozone inflation ...
30/08/2024

Eurozone Inflation Drops to 2.2% in August: What Does It Mean for the Economy?

The latest data shows Eurozone inflation easing to 2.2% in August, a significant decline that could have wide-reaching implications for businesses across the region. This reduction brings inflation closer to the ECB’s target, potentially setting the stage for more stable economic conditions.

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