Given your and our long-term focus, these short-term price moves over a month, quarter or even a year concerning our long-term investment strategy should be of little significance.
The second quarter of 2021 would probably rank as the most ‘reflationary’ economic environment that we’ve seen in decades.
We’ve utilised this buoyancy to reposition the portfolio outside of South Africa and into global opportunity sets that we’ve been working on over the last few years
Factsheet PDF version of this letter 3 May 2021 Dear Co-Investor A fairly robust performance from the SaltLight SNN Worldwide Flexible Fund during the first quarter of the year as conditions for equities were rather favourable. It is a sobering thought to admit that it… Read More »SaltLight SNN Worldwide Flexible Fund – Investor Letter 1Q21
Factsheet PDF version of this letter Dear Co-Investors, 2020 will mark as one of the most eventful of our lives personally but also for SaltLight. As we grow our firm, the festive period has been a wonderful time to think back on our entrepreneurial journey… Read More »SaltLight SNN Worldwide Flexible Fund – Investor Letter 4Q20