Collective Insight

Collective Insight is an independent investment journal that showcases leading research on asset management in South Africa. The objective is to provide a forum through which ideas can be introduced, interrogated and, if necessary, challenged.

Collective Insight is published tri-annually (summer, autumn, winter) in English and Afrikaans as a supplement to Finweek, with the support of ASISA and the asset management industry.

All published articles can be accessed on www.fin24.com. Articles not included in Collective Insight because they were considered too technical for the intended audience, are published here for the benefit of the investment community.

A Handicap of the Investment Performance Horserace, By Ron Surz
Numbers, By Albert Botha
On Noise, power, dispersion and baskets, By Dave Bradfield, Cadiz
Standard deviation more commonly referred to as volatility might paint a skewed picture, By Cobus Kruger, TriAlpha Group
The average fund manager's worst investment decision, By Loftie Botha, Umbono Fund Managers
The Pitfalls of the 'Price to Sales' Measure, by Craig Butters, Brait Capital Management
Use and abuse of numbers, By Rowan William Short, Orthogonal Investments
Use And Misuse of Numbers - Measuring a balanced fund manager, By Matthys Meintjes, Advantage Asset Managers