Running Yield

Running Yield

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Successful growth investing is not about "thinking big"
Mark Baribeau and his Global Equity Opportunities team at Jennison Associates have an incredible track record, but it hasn't come from making big…
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Patrick Cairns
“The opportunity cost of low volatility can be quite high”
Marriott’s Lourens Coetzee talked me through the way the firm approaches managing its multi-asset income fund that has one of the longest and most…
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Patrick Cairns
The success from "bottom-up asset picking"
It's a very small group of balanced funds that have returned over 10% per year over the last decade. I spoke to Aylett's Dagon Sachs, who manages one of…
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Patrick Cairns
The boutique that doesn’t want to be a boutique
All Weather Capital has ambitious growth plans. I spoke to CIO Shane Watkins about how the firm's approach in the long-only space has been set up to…
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Patrick Cairns

May 2025

Outperforming in fixed income by removing “a big blindspot”
The PortfolioMetrix BCI Dynamic Income Fund stands out amongst income funds for often taking much longer duration. I chatted to portfolio manager Phil…
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Patrick Cairns
Meeting the tech challenge by “investing where adoption exceeds hype”
Tech funds have clearly had huge tailwinds behind them, but there's still a lot of differentiation in this space. Janus Henderson's Graeme Clark…
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Patrick Cairns
Staying on the right side of global property's challenges
Global property managers have had to keep risk management top of mind over the last few years. I spoke to Catalyst's Ryan Cloete about the firm's…
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Patrick Cairns
Getting risk management right in a global quality growth portfolio
The Guinness Global Innovator's Fund has a track record of capturing growth upside with less downside risk. Co-portfolio manager Ian Mortimer explains…
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Patrick Cairns

April 2025

Under the hood of long-term global equity outperformance
The BlueAlpha BCI Global Equity Fund is a rare beast - a portfolio that has outperformed the MSCI World Index over 10 years. I chatted to co-portfolio…
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Patrick Cairns
An equity portfolio "with no room for passengers"
A number of firms with hedge fund backgrounds have found success in expanding into long-only strategies in SA. I chatted to Steyn Capital's Andre Steyn…
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Patrick Cairns
Top balanced fund: “We don’t add a lot of alpha with asset allocation”
I believe a feature of great managers is knowing where to focus their attention, and understanding where can they add the most value. I chatted to…
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Patrick Cairns
Outperforming on both the upside and the downside
The Visio BCI Balanced fund has a notable track record in both bull and bear markets. Co-portfolio manager Jonathan Myerson chatted to me about the…
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Patrick Cairns
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