High Street Asset Management

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High Street Asset Management Offshore and Rand-hedge focused asset manager, based in South Africa.

Head of Research, Chris Brownlee, offered the following when reflecting on the quarterly performance of the High Street ...
29/10/2026

Head of Research, Chris Brownlee, offered the following when reflecting on the quarterly performance of the High Street Balanced Prescient Fund: “The Fund returned 4.9% for the quarter ended 30 September, outperforming the benchmark (category peer average) return of 0.3%, with limited currency support as the Rand depreciated 0.2% against the US dollar.

Global markets held up well despite geopolitical tensions, high oil prices and rising interest rates, with strong company earnings and continued AI investment helping drive returns. The US led developed markets, while emerging markets fell behind. In South Africa, resources performed strongly, but weakness in retail and other sectors weighed on the broader market.”

See the Fund’s performance and our other offerings:
https://hsam.co.za/fund-fact-sheets/

The AI race may not be won by the best model, but by the easiest one to use.Meta may have found its edge with Muse, comb...
16/10/2026

The AI race may not be won by the best model, but by the easiest one to use.

Meta may have found its edge with Muse, combining AI with something few competitors can match: billions of users already within reach.

In our latest insight, research analyst Daniel Mulugeta explores what Muse’s early success could mean for Meta — and the wider AI race.

Swipe through for the key takeaways.

Read the full insight: https://hsam.co.za/meta-finds-its-muse/

Celebrating the rich cultures, traditions, and stories that make South Africa unique.Happy Heritage Day from all of us a...
24/09/2026

Celebrating the rich cultures, traditions, and stories that make South Africa unique.

Happy Heritage Day from all of us at High Street.

As AI makes more of the world feel artificial, authenticity is becoming more valuable.Live sport is a compelling example...
10/09/2026

As AI makes more of the world feel artificial, authenticity is becoming more valuable.

Live sport is a compelling example — and increasingly, a major investment opportunity.

In this month's newsletter, we explore the growing premium being placed on experiences that technology cannot replicate, and what this tells us about where lasting value can be found.

See our insights: https://hsam.co.za/live-and-kicking/

Research Analyst, Jarred Breen, offered the following when reflecting on the monthly performance of the High Street Glob...
28/08/2026

Research Analyst, Jarred Breen, offered the following when reflecting on the monthly performance of the High Street Global Balanced Fund:

July was a strong month for the Fund, returning 1.27% versus the peer average of -0.54%, supported by strong earnings across several technology holdings. Microsoft was the standout performer, rising 25% as resilent Azure growth and increasing AI demand reinforced confidence in returns on its significant AI investment. ASML was the weakest performer, 17% This came despite solid underlying results and continued strong demand related to advanced semiconductor manufacturing. The weakness was driven primarily by renewed concerns around China, including progress towards developing domestic lithography equipment and the potential for tighter export restrictions.

See the Fund’s performance and our other offerings: https://hsam.co.za/fund-fact-sheets/

A fund can be more volatile than its peers and still be less risky for retirement savers.For investors, the real questio...
13/08/2026

A fund can be more volatile than its peers and still be less risky for retirement savers.

For investors, the real question may be whether a fund consistently achieves its return objective over time.

In his latest article, our CIO, Ross Beckley, explores why risk should be viewed through the lens of outcomes rather than short-term market movements, and how offshore exposure and low-correlation assets can strengthen Reg. 28 portfolios.

The result is a different perspective on where the High Street Balanced Prescient Fund fits within a diversified retirement portfolio.

Read the full article: https://hsam.co.za/an-obsession-on-volatility-risks-missing-your-target/

Head of Research, Chris Brownlee, offered the following when reflecting on the quarterly performance of the High Street ...
23/07/2026

Head of Research, Chris Brownlee, offered the following when reflecting on the quarterly performance of the High Street Balanced Prescient Fund:

"Global equity markets had a strong second quarter as lower oil prices helped restore investor confidence. Technology stocks once again led the market, supported by renewed confidence in AI infrastructure spending, with US hyperscalers committing a record US$700 billion in capital expenditure for 2026.

This significantly improved the earnings outlook, with consensus forecasts for 2026 global earnings growth revised up by an impressive 11 percentage points to 27.6%. Developed markets returned 13.9% (USD), while emerging markets gained 24.0% (USD), their strongest quarterly performance since 2009, benefiting from their significant exposure to semiconductors and IT hardware.

On the flip side, South African equities had a difficult quarter, with the JSE All Share Index declining 2.4%, as a 14% (USD) decline in the gold price weighed on precious metals miners. Gold finished the quarter around 25% below its January peak.

For the quarter, The High Street Balanced Prescient Fund delivered a solid return of 4.8%, comfortably ahead of the peer average of 2.9%."

See the Fund’s performance and our other offerings:
https://hsam.co.za/fund-fact-sheets/

13/07/2026

Eager to differentiate as a boutique + maximise offshore exposure + comply with Regulation 28… sounds like an impossible Venn diagram.

Yet, it was this conundrum that got investment nerds Mike and Ross excited and ultimately led to the High Street Balanced Prescient Fund launch in December 2018.

What has come to be referred to as ‘the Reg. 28 Fund with a 90%+ Rand-hedge’, it remains compliant by taking advantage of dual-listings and holdings that primarily derive revenues from offshore operations. It is a highly differentiated fund designed to globally diversify retirement savings within the regulatory constraints.

08/06/2026

The biggest IPO in history isn’t actually about space.

The biggest IPO in history isn’t actually about space.While SpaceX’s grand vision is built around Mars, nearly 80% of it...
08/06/2026

The biggest IPO in history isn’t actually about space.

While SpaceX’s grand vision is built around Mars, nearly 80% of its $28.5T market opportunity is entirely terrestrial — driven largely by enterprise AI, compute infrastructure, and automation software. The prospectus reveals a company with extraordinary growth potential, enormous capital requirements and one of the most founder-centric governance structures ever brought to public markets.

Fund Manager, Charlie de La Pasture examines what investors are really buying into: https://hsam.co.za/2026/06/02/space-x-an-astronomical-ipo/

Address

The Offices Of Hyde Park, Block B, Strouthos Place, Hyde Park
Sandton
2196

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

011 325 4006

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