With our teams’ combined decades of experience and skills, we’ve managed to build up a considerable wealth of knowledge about the world of investing.
Read about some of the insights we’ve gained and how we put our expertise to meaningful use.
7 Nov 2023
Amplify’s Global Funds Hit the Floor Running
16 May 2023
Hedge funds finding favour
21 Jul 2023
Introducing Amplify Offshore
10 May 2023
Investing for a purpose reaps rewards
15 Mar 2023
BOUTIQUE MANAGERS: RETHINKING ACTIVE MANAGEMENT
Boutique managers are generally owner-managed, meaning that their managers have skin in the game. They have quick decision-making processes to take hold of opportunities as they arise. Most have a strong large manager, bank or hedge fund background, and the collective experience of the team is long and deep.
“Their focus is on putting runs on the board rather than aiming for sixes and this has proven to be a match-winning strategy,” Amplify head of positioning Nico Janse van Rensburg says. “Consistency is key. We are aiming to consistently provide top quartile performance over a three-year rolling period. Volatility hurts compounded returns – particularly in the more conservative multi-asset categories where investors need greater consistency.”
15 Mar 2023
ABOUT THE FUND | AMPLIFY SCI* ENHANCED EQUITY RETAIL HEDGE FUND
All Weather has managed a market neutral strategy since 2017.
3 Mar 2023
AMPLIFY SCI* WEALTH PROTECTOR WINS RAGING BULL HAT TRICK
Amplify Investment Partner’s Amplify SCI* Wealth Protector Fund won the best multi asset equity fund on a risk adjusted basis over five years at the Raging Bull Investment Awards.
“This is the third year in a row that the fund has won a Raging Bull award. The consistency with which the fund has been managed in trying markets is testament to the skill within the Truffle Asset Management investment team. The fund has delivered consistently on its benchmark of CPI + 3%, delivering on client expectations”, says Marthinus van der Nest, Head of Amplify. The Raging Bull Investment Awards are the premier awards recognising the best performance in the collective investment schemes industry in South Africa.
20 Feb 2023
Delivering high growth in a meaningful way since inception
The Amplify SCI* Balanced Fund was launched as part of Amplify’s wider intention of delivering meaningful returns to investors based on the belief that these returns could create real change, both in portfolios and in the world.
25 Jan 2023
WINNING BY NOT LOSING
With the 2022 FIFA World Cup still fresh in our memory, the evidence is fairly conclusive that World Cups don’t tend to be won by the most potent and prolific sides, but that clean sheets are the key to World Cup glory. Saving one’s side from a sure goal has just as much value as scoring one. In rugby, the Springboks have taken home many trophies through their valiant defensive efforts. It’s much the same in investing – it’s not only about what you make, but also about what you keep.
Traditional long only equity funds are the star players while income funds make up a formidable back line. But investors should consider whether their defence may be missing an integral player such as hedge funds to mitigate risk.
1 Dec 2022
VOLATILITY BRINGS RISK MANAGEMENT TO THE FORE
As volatility has become the new normal, risk management is as important as asset allocation and stock selection in the investment process, says Marthinus van der Nest, head of Amplify Investment Partners. As Amplify employs a range of independent managers with different investment processes and fund-specific mandates, there is no one size fits all approach when it comes to risk management.
Most of Amplify’s managers are focused on capturing as much upside as possible while protecting on the downside by managing risk. There is, among all of them, a significant emphasis on diversification and not positioning a portfolio for a single outcome. Equally important are position sizes, and its managers are avoiding taking large bets, given the heightened level of uncertainty.