​ Invest Archives - Amplify

Insights

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.

Intelligent impact that matters
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Global Funds Hit the Floor Running
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7 Nov 2023

Amplify’s Global Funds Hit the Floor Running
Amplify Investment Partners’ global equity funds are new to the market, but infused with the DNA of a fund with a 27 year history of outperformance. Nico Janse van Rensburg, head of positioning at Amplify, said in a recent webcast on Amplify’s offshore developments that the Amplify Global Equity Fund (USD) and Amplify SCI* Global Equity Feeder Fund (ZAR) aim to invest in dominant companies in structurally-attractive industries which will grow their earnings at sustainable above average rates. While benchmarked against the MSCI World index, the fund is run as benchmark agnostic, as the index is not used as a starting point to portfolio construction. The portfolio holds between 35 to 55 companies, of which the top 10 make up 40% to 50%. The focus is on industry-leading multinationals with large market caps and high daily trading volumes with sustainable, above average growth in earnings, cashflow and dividends
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16 May 2023

Hedge funds finding favour
A cautious hedge fund blend – including the Amplify SCI* Real Income Retail Hedge Fund, Amplify SCI* Income Plus Retail Hedge Fund, Amplify SCI* Absolute Income Retail Hedge Fund, Amplify SCI* Enhanced Equity Retail Hedge Fund and the Amplify SCI* Diversified Income Retail Hedge Fund, equally weighted, has significantly outperformed shares and bonds.
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Amplify Global Equity Launch
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21 Jul 2023

Introducing Amplify Offshore
Amplify Investment Partners has launched its first global equity fund to extend and diversify investment options for its clients. “This is a natural progression for our fund offering,” says Amplify head Marthinus van der Nest. “We currently have funds that cover mostly the multi asset categories. Many investors are looking to diversify their local exposure and it has not been a space where we have had a fund.” Amplify has added a dollar-denominated and a rand feeder fund to its existing range of unit trusts and hedge funds. Demand for offshore funds remains strong and changes to Regulation 28, increasing the offshore exposure limit to 45%, have created further opportunities for a good global manager, Van der Nest says. Amplify’s dollar-denominated fund, launched this month, will be managed by Sarofim & Co, an independent, employee-owned global investment manager dedicated to high conviction, sustainable-growth investing with a 60-year successful long term track record of outperformance while taking lower risk.
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10 May 2023

Investing for a purpose reaps rewards
Amplify was recently recognised for both its investment performance at this year’s Raging Bull Awards and for its conservation impact at the South African National Parks (SANParks) Kudu Awards. The Amplify SCI* Wealth Protector fund won the Raging Bull’s best multi asset equity fund on a risk-adjusted basis – the third consecutive year it has won a Raging Bull, reflecting its consistency delivering on its CPI + 3% benchmark and its clients’ expectations. Amplify’s entire range of independently managed unit trusts and hedge funds have performed strongly and continue to attract significant inflows. The other side of these investment inflows is an allocated portion of the revenue to conservation projects as part of Amplify’s mandate of investing for a future, and for impact.
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MORE INSIGHTS

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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.”
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15 Mar 2023

ABOUT THE FUND | AMPLIFY SCI* ENHANCED EQUITY RETAIL HEDGE FUND

All Weather has managed a market neutral strategy since 2017.
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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.
Delivering high growth in a meaningful way.
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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.
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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.

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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.

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