BNC#6: Fraser Q&A – Hedge fund evolution, investment strategies and SA outlook

During a Q&A session at BNC#6 in Hermanus, Peregrine Capital Executive Chairman David Fraser discussed various topics including the hedge fund environment, small-cap investments, and South Africa's state-owned entities. Fraser noted increased hedge fund marketing and traction, particularly with lower volatility and higher returns. He delved into specific investments and challenges facing South Africa, such as load shedding and the future of the JSE. Fraser emphasised a pragmatic approach to investments, seeing potential short-term opportunities in South Africa and long-term potential in tech.