PortfolioMetrix

Earlier this week at The Investment Forum in Sun City, PortfolioMetrix’s Brandon Zietsman CFA CAIA delivered a thought-provoking session on: How Managers Fuel Bad Investor Behaviour: The Hidden Costs of Overconfidence and Inconsistent Returns.   Key questions that shaped the discussion: - Do managers create false confidence with overly optimistic predictions? - Should advisers bear the full responsibility of keeping clients composed? - How much damage does the behaviour gap really cause? - Are investment managers unintentionally setting advisers up for failure? - Is there an ethical dilemma between delivering performance and maintaining consistency? - What fuels top advisers, and what doesn't.   It was an important conversation about the psychology of investing and the role of investment managers in supporting advisers and clients.   The Collaborative Exchange FUNDHUB.co.za #IF2025 #InvestmentForum

Last week’s Investment Forum in Cape Town delivered key insights on the forces shaping the future of investment management and the conversations advisers are having with their clients.   Brandon Zietsman CFA CAIA explored the vital role investment managers play in supporting investor confidence, addressing investor behaviour, and maintaining the balance between performance and consistency. Philip Bradford, CFA provided a sharp analysis of today’s bond market—highlighting the risks, opportunities, and what investors need to weigh when assessing their portfolios. Alex Funk , CFA moderated a panel on the US mega cap stocks and whether their rotation into broader cyclical share has run its course.   This week, we’re heading to Sun City for the next leg of the Forum, where we look forward to connecting with delegates and continuing the conversation. FUNDHUB.co.za The Collaborative Exchange   #InvestmentForum #InvestmentManagement #IF2025

📢 Do you know any brilliant female financial planners? 📢 I would love to see more amazing female advisers at our roundtable series and Cambridge + Norwich are next on the list. Our attendees have been absolutely fantastic so far, but we've been missing out on gender diversity - not through lack of trying, but as we all know, there are less women planners and it appears they get booked up well in advance! To be clear, these events are never a sales pitch from PortfolioMetrix. Instead, they offer a unique opportunity for top-tier advisers to come together and hear our CIO discuss the fascinating topic of "Actively Investing in Passive". Feedback from advisers who have seen Alex Funk , CFA in action has been excellent so come along and judge for yourself. If you know someone who would be interested, please tag them or send me a message! ☺️

Honoured to be recognised at the inaugural FUNDHUB.co.za Industry Performance Awards! The PortfolioMetrix BCI Dynamic Income Fund and PortfolioMetrix BCI SA Property Fund were award winners, while the PortfolioMetrix BCI SA Bond Fund secured runner-up in its category. The PortfolioMetrix BCI Equity Fund was also a top 5 nominee in the SA Equity category. A huge congratulations to our asset management team for consistently delivering outstanding results for investors—this recognition is well deserved! Kudos to all the winners, including Allan Gray (Adviser Top Manager) and Ninety One (Best Overall Manager). And well done to Kevin Hinton and your team for hosting a high-quality event! News24 South Africa

Our UK Chief Investment Officer, Alex Funk , CFA, recently participated in 𝗖𝗶𝘁𝘆𝗪𝗶𝗿𝗲’𝘀 𝗠𝗣𝗦 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗼𝗿 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲, where he shared valuable insights on key market trends and PortfolioMetrix’s investment approach for 2025. The conversation covered a wide range of topics, from global market dynamics to sector-specific strategies. We're pleased to announce that all six episodes are now live! Here’s what you can expect: 📉𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟭 - 𝗕𝗼𝗻𝗱𝘀 & 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆: An in-depth look at bond market volatility and how PortfolioMetrix approaches fixed income strategies. 🌏𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟮 - 𝗖𝗵𝗶𝗻𝗮 & 𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: A discussion on China’s influence in global markets and the rise of ex-China Emerging Market funds. 7️⃣ 𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟯 - 𝗨𝗦 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 & 𝘁𝗵𝗲 𝗠𝗮𝗴𝗻𝗶𝗳𝗶𝗰𝗲𝗻𝘁 𝟳: Insights into the dominance of the Magnificent 7 and why US Small Caps still matter. 👉 𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟰 - 𝗨𝗞 𝗘𝗾𝘂𝗶𝘁𝘆: A conversation on UK stocks and whether they will get a bit more love this year. 🏦𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟱 - 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗔𝘀𝘀𝗲𝘁𝘀 & 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗖𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: An assessment of the pros and cons of this growing area of interest for investors. 💡𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟲 - 𝗕𝗲𝘀𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗜𝗱𝗲𝗮𝘀: Alex reveals his asset allocation tilts and the funds that we've been buying recently Head to our blog to watch the full discussions:  https://lnkd.in/dd3Jx76t Citywire Citywire Wealth Manager

𝗗𝗼𝘂𝗯𝗹𝗲 𝘄𝗶𝗻 𝗳𝗼𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝗠𝗲𝘁𝗿𝗶𝘅 𝗮𝘁 𝘁𝗵𝗲 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 𝗖𝗵𝗼𝗶𝗰𝗲 𝗔𝘄𝗮𝗿𝗱𝘀! 🏆   We are beyond proud to have been recognised at the Citywire Adviser Choice Awards, winning:   🌱 𝗕𝗲𝘀𝘁 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗼𝗳 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 📢 𝗕𝗲𝘀𝘁 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗮 𝗖𝗿𝗶𝘀𝗶𝘀   These awards mean so much to us because they were voted for by our partners—thank you for your trust and support!   A huge shoutout to our Investment Analyst, Oliver Jones, CFA, who collected the awards on behalf of our team. They’ll be added to our (very packed!) awards cabinet.   Here’s to continuing to deliver the best for our partners! Citywire Wealth Manager

We did it! Congrats to our asset management team for the recognition. The PortfolioMetrix BCI Dynamic Income Fund has built a wonderful reputation for delivering consistent investment outcomes as it heads towards a 5-year track record. Philip Bradford, CFA Riccardo Peretti, CFA Liam Dawson, CFA CAIA FDP Allan Geddie Brandon Zietsman CFA CAIA

In the latest episode of "𝗠𝗲𝗲𝘁 𝘁𝗵𝗲 𝗧𝗲𝗮𝗺", we’re delighted to spotlight Sharné Sanders, our Joint COO and Head of Investment Operations. Since joining PortfolioMetrix in 2018, Sharné has been instrumental in managing our operations team, driving key strategic initiatives and shaping the broader organisation. Check out our blog to hear insights about her role, what she loves about working at PortfolioMetrix, and the passions that fuel her outside of work. 🏃♀️ 📖 👉 https://lnkd.in/dFxTD2qb

Congrats to our asset management team! Philip Bradford, CFA Liam Dawson, CFA CAIA FDP Riccardo Peretti, CFA Allan Geddie

𝗧𝗵𝗲𝗺𝗮𝘁𝗶𝗰 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 has never been for the faint of heart, and January’s turmoil in AI stocks was a reminder of just how unpredictable it can be.    𝗗𝗲𝗲𝗽𝗦𝗲𝗲𝗸 upended market expectations with the launch of R1—an AI model rivalling OpenAI’s cutting-edge systems at a fraction of the cost. The knock-on effects were immediate: Nvidia saw a record-breaking drop in value of $589 billion in one day, forcing investors to reassess assumptions about the future economics of AI.   As history has shown—from the dot-com boom to biotech and beyond—hype-driven investing can be risky. While thematic funds have surged in popularity, the chances of picking the right theme 𝚊̲𝚗̲𝚍̲ the right fund 𝚊̲𝚗̲𝚍̲ at the right time are very low. Research suggests investors almost always get this wrong.   At PortfolioMetrix, we take a different approach—building resilient, diversified portfolios that withstand market cycles, rather than chasing the latest fad.   🔍 Read our Investment Analyst Riccardo Peretti, CFA’s full analysis here 👇