Last week we introduced the concept of boutique managers and what makes them different from large managers. If you missed out on this one, please check it out now…

As multi-managers our job is to allocate capital to a range of external managers in the process of building investment portfolios. One of our key skillsets is therefore to determine which are the best external managers to allocate to. When…

In this week’s article, we delve deeper into the construction of our Funds, highlighting the strategic use of investment vehicles like Unit Trusts, Segregated Accounts, ETFs, and Structured Notes. We also provide two…

Beyond traditional Fund of Funds, Seed Investments employs a versatile array of investment vehicles to access diverse markets, optimize returns and shedding light on our strategies…

Investors typically access listed property through REITs (Real Estate Investment Trusts) that give liquid exposure to a diversified portfolio of income producing properties. REITs are obliged to pay out the majority…

Investing, like most pursuits, requires a disciplined process to increase your probability of success. Seed has a robust investment process that looks at the attractiveness of various asset classes…

Over the past 50 years the South African equity market (as represented by the FTSE/JSE All Share index – ALSI) has generated a compound return of 16.8% per annum (in ZAR) and over this same period…

In my article last week, I asked you to imagine finding a crystal ball that would give you the names of the Top 5 performing funds over the next 2 decades. Armed with this information, how would you plot your investment course? Randomly choose one of the five funds, or continuously switch to the best […]

Imagine you found a mythical crystal ball 20 years ago that showed the Top 5 performing South African Multi Asset High Equity Funds over the next 2 decades (without showing their order). What would you do with the information? Would you (a) simply choose one of the funds in the knowledge that you will do […]

Most investors – whether wealthy or poor, young or old – should allocate a component of their investment portfolio to a low-risk bucket. This low-risk bucket is there to cover a variety of needs.

For most of the 21st century SA government bonds haven’t compensated investors adequately by way of yield pick-up when compared to 3-month cash rates. When you invest into a 10-year bond you essentially lock in rates for 10 years…

Local bonds are an interesting asset class that, for a long time, were unappreciated – and rightly so. But this has all changed. This week I’ll first give the basics of what bonds are and how they work for investors, and next week will take a closer look at current market dynamics for SA government […]

The Seed Global Fund celebrated its 5th anniversary in December 2021. Over this period, it has comfortably delivered top quartile performance. Global investing should be an important part of…

A key part of the investment process at Seed Investments is determining which asset classes we should overweight (relative to a Strategic Asset Allocation – SAA) and which should be underweight. The process has evolved over the past decade …

As investment managers, we often get questions from potential clients and Advisors on how we manage our Funds. Our answer can often be a bit confusing. Here’s why!

Over the past 6 years, the Seed Income Prescient Fund has been a useful building block for many investors and should continue to form an important part in any investor’s portfolio.

Like any Fund, the Seed Balanced Prescient Fund has had its shares of good and bad times, but over the fullness of time it has shown its value when included as a portion of an investor’s long term investment bucket.

For Investors that fall into the bracket of “high net worth”, Investing globally is generally important for two main reasons, diversification and the provision of a safety net.

As previously mentioned, global investing should probably be a component of most South African investors but investing globally can be quite daunting to the novice investor/advisor.

The Seed Global Fund (and Seed Global Prescient Feeder Fund) is the perfect vehicle for investors looking to increase their global exposure.

Bonds Offer Excitement. Bonds are investments that are often ignored, and most will say, “for good reason”. For much of my career I have also been largely in this camp …

At Seed, our investment process is designed to ensure that we make decisions that are not only good for our investors, but that those decisions can be repeated through the cycle…

While recently going through some research conducted by one of our global research providers, BCA Research
Inc, I found myself wondering if their findings…

Investing outside of South Africa’s borders should be a material component of most investors’ investment portfolio, particularly those that fall into the bracket of ‘high net worth investors’

A large part of our investment process at Seed is performing regular valuations on a variety of asset classes and
then tilting our portfolios towards those asset classes that show value

Benjamin Graham, the father of value investing and Warren Buffett’s mentor, is often quoted as saying, “In the short run, the market is a voting machine but in the long run, it is a weighing machine”.

Last week, Ian wrote how Past Performance Is Not Indicative of Future Results, and this week we seek to take this line of thought one step further.