This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Peregrine’s Conradie: Home run with AI in ’23 - SA, China and stock picking for ’24

Loading player...

After delivering double the stock market’s returns for investors last year, for 2024, South Africa’s oldest and largest hedge fund is excited about opportunities in its backyard. In this review of Peregrine Capital’s annual Investor Letter, CEO Jacques Conradie looks back to another stellar year (helped by Meta….) and looks forward to how the team intends to repeat those returns in the current 12 months. He spoke to BizNews editor Alec Hogg.

6 Feb 2024 6AM English South Africa Investing · Business News

Other recent episodes

BN Edge | Corporate cash, coalition pressure: WSM on who calls the shots

Seven of eight metros hung, the ANC on under a third of the vote, and less than a fortnight to form governments. William Saunderson-Meyer told Alec Hogg that Cyril Ramaphosa had finally run out of road to kick the can down, and that his choice between the ANC's heart and…

11 Nov 7AM 33 min

BN Edge | ActionSA's Trollip says it's up to the DA to break coalition standoff

Athol Trollip knows how coalitions end: one made him mayor of Nelson Mandela Bay, another removed him. Speaking to Alec Hogg after ActionSA took dozens of former ANC wards in Gauteng, the party's parliamentary leader argued that the next move belonged to the DA, not ActionSA, and explained why a…

11 Nov 7AM 48 min

Ian Cameron: 1.8 million citizens abandoned on “stone-age lines of hope”

In his latest interview with Chris Steyn, Ian Cameron, Chair of Parliament's Portfolio Committee on Police, reveals the answer he received from Acting Police Minister Firoz Cachalia on the number of abandoned 10111 calls: almost 1.8 million during the 2025-26 financial year. “That's about 5,000 calls per day. I mean…

11 Nov 4AM 19 min

BN Daybreak: Mulder on a DA-ANC deal; Zille stays out of talks; Mashaba's terms; Tatjana Smith

Freedom Front Plus leader Corné Mulder says a DA deal with the ANC in Johannesburg would be the highest form of treason, and that his party would pull out everywhere rather than hand the ANC a lifeline. Analyst Sean McLaughlin reads the result as a step forward: voters rewarded service…

10 Nov 10PM 19 min

BN Edge | Mulder: coalitions, the GNU and the case for an early national election

Eight weeks before the vote, Corné Mulder promised Alec Hogg a surprise. His Freedom Front Plus delivered its best result since 1994, but Mulder was more interested in what came next. He set out a three-party plan to run Gauteng's metros without the ANC, said it could be wrapped up…

10 Nov 11AM 41 min

All episodes