BNC#6 David Fraser - Investor insights from a 25-year-old startup

Loading player...
Renowned investor and Peregrine Capital's Executive Chairman David Fraser delivered an electrifying keynote at the BNC#6 conference in Hermanus providing profound insights and strategies. Unveiling Peregrine Capital's 25-year journey and investment philosophy, Fraser emphasized disciplined research, flat structures, and equity alignment as cornerstones for consistent returns. His candid revelations on proactive risk management and strategic portfolio adjustments during market downturns captivated the audience, showcasing a visionary approach to investment. Fraser's bullish stance on South African and Chinese markets, coupled with a focus on small-cap gems and global diversification, provided a roadmap for navigating dynamic market landscapes. His speech was a beacon of innovation, setting a new standard for savvy investing.
5 Apr 2024 4AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak: Amazon beats Starlink; PIC's Lanseria crisis; Netflix's slowdown; AI's big margins

In today's BizNews Daybreak we dive into Amazon's quiet maneuver past Starlink into South Africa's satellite internet market via Herotel. We also examine the Public Investment Corporation's escalating governance crisis over the Lanseria Airport transaction, alongside policing gaps fueling local pharmaceutical drug crimes. Internationally, we cover SpaceX’s scrubbed Starship launch,…
16 Jul 11PM 15 min

The R3.5 trillion crisis: Why the PIC is under fire

South Africa's Public Investment Corporation is facing its biggest governance crisis in years. With CEO Patrick Dlamini suspended, senior executives resigning, and the Financial Sector Conduct Authority launching a formal investigation, questions over transparency, accountability, and the safety of government workers' pension funds are mounting. DA finance spokesperson Dr Mark…
16 Jul 8AM 34 min