Stonewood AM4 minA Tale of Two Black SwansOur fund manager, James Twidale, shares his views on how the two 'black swans' (COVID-19 & Oil) have affected Q2 2020. Hope springs.
Stonewood AM2 minValuations Seem Off...A view on the use of long term averages and historic asset class performances, illustrating how valuations seem off amid the global pandemic
Stonewood AM8 minHave Markets Recovered?A view into whether markets have markets already recovered from the COVID-19 and the Oil Crisis with market down 'only' 10%.
Stonewood AM2 minPortfolio Reviews - Q2 2020A review on how asset allocation, diversification, and factor & beta optimisation bode well for our portfolios
Stonewood AM1 minYear to Date 2020 - Market ReviewA quick overview of the local and offshore market performance for the first four months of 2020 (01 Jan 2020 - 31 Apr 2020)
Stonewood AM2 minStonewood Asset Management (Pty) Ltd LaunchesSouth African-based Stonewood Capital (Pty) Limited, a specialist family office investment manager, has significantly strengthened its South African presence with the launch of Stonewood Asset Management, a locally-based boutique asset manager that embraces an evidence-based strategic investment approach. Stonewood Asset Management's inclusion within the Stonewood group will unlock significant local investment opportunities for investors and wealth managers, supported by a tr
