Granate Asset Management

May your holidays be merry, your hearts be full, and your hopes and dreams for 2025 be bright. Warm wishes from all of us at Granate!

 “To invest is to buy shares in great businesses at a reasonable price and let the business grow. This appears to require just one decision (to buy the shares) but, in reality, it requires daily decisions not to sell the shares as well! Almost no one does this, in part because it requires patience.” – Nick Sleep. Sometimes, the best action is no action at all - letting time and great businesses do what they do best. In this month’s commentary, Alex Dearman explains how embracing a little ‘strategic inactivity’ has served our investors well. #LongTermThinking #PatiencePaysOff #InvestingWisely #GranateMindset

As 2024 winds down, we’re taking a moment to reflect on an incredible year at Granate. We’re grateful to our clients, partners, and colleagues for their trust, collaboration, and commitment to our journey. Here's to a new year filled with opportunities, shared success and lots more to celebrate! #YearInReview #Granatians #GrowthJourney #Connections #2024Memories

On the first Thursday in December, Granatians gathered for a Holly Jolly at Clay Café on Bree Street. It was the perfect way to kick off the festive season, celebrate 2024 achievements together and unleash our inner artists. Want to see some of the masterpieces? Head over to Instagram for some more snaps! https://lnkd.in/dcxp9Hsf #HollyJolly #ClayCafeAdventures #SipPaintCelebrate #CreativeCrew #FestiveFun #MakingMemories #ArtAttack

At Granate, we believe that connection and curiosity make work more meaningful - and more fun! That’s where our Wine Club comes in. Led by our very own wine aficionado Henno Vermaak, we dive into the world of varietals, vintages, craftmanship and the tale of terroirs, learning something new with every sip. It’s not just about the wine; it’s about coming together, sharing stories, and building a happy culture where continual learning and laughter go hand in hand. Cheers to great wine, amazing colleagues, and a thriving team spirit! #HappyPeople #Craftmanship #RaiseAGlass #CultureOfCuriosity

Semiconductors are everywhere!    In this week’s learning session we explored the fascinating world of these tiny chips and why they are such a big deal. What continues to blow our minds is the incredible technology behind their production. Every step in the semiconductor supply chain - from chemicals to tools to materials - is a marvel of precision and innovation. With the continued digitization of the world, the possibilities for the semiconductor industry are extraordinary.    Here's to connecting the dots between innovation and opportunity and transforming possibilities into reality!   #Semiconductors #Innovation #AlwaysLearning #Investing #AssetManagement #BuildingBlocks #Opportunity #AI

The Granate BCI Flexible Fund, co-managed by Henno Vermaak and Paul Bosman, delivered a 41% return over 12 months. This achievement reflects the strength of our disciplined investment philosophy and the expertise of our dedicated team. Some of the largest contributors to the fund’s performance in terms of asset classes include domestic equity (16%), foreign equities (11.8%), foreign property (3.5%) and domestic property (2.8%). In terms of single stock picks, the largest contributor was Capitec. Thank you Citywire South Africa Read more here: https://lnkd.in/dCewE2kq

A big THANK YOU to Glacier by Sanlam and Sanlam Bluestar for hosting such a collaborative and engaging event at Laborie, last Friday! Navigating today’s complex financial landscape takes skill, perspective, and a deep understanding of the investment opportunities. Henno Vermaak, talked to this on the flexible fund panel and explained how we, at Granate, navigate market challenges and position our portfolios thoughtfully to add real value for our clients. #FlexibleFunds #InvestmentStrategy #NavigatingMarkets #Opportunities #MarketInsights #AssetManagement

We encounter increasing levels of complexity every day, making simplicity a rare and highly valuable skill — something Granatians value deeply. The exponential growth of data, driven by AI, social media, and even neighbourhood WhatsApp groups, amplifies the risk of becoming distracted by things that don’t enhance our pursuit of happiness. This month, Caroline Jean Webber delves into the challenge of achieving simplicity in her thought piece, Effortless Is a Myth: https://lnkd.in/dgmiiPYq

On a peachy Thursday evening in November, we celebrated the year in true Granate style! Big thanks to the hugely talented musician, Naledi and his rocking band; our fascinating speaker, Stephen McGown (Six Years a Hostage); the fantastic suppliers (shout-out below), and of course, our amazing clients for making it such a fabulous event and perfect gathering! Everything of the best as we wrap up 2024! Grant, Clare and Mitch | Rolling Audio: https://lnkd.in/eec8_Byn James | Earthfire Pizza: https://lnkd.in/eYFv69R8 Jessica | Unframed Ice-cream: https://lnkd.in/egXmBeJe Roy Harman | Respect Music Ian and Kerry | La Cuccina: https://lnkd.in/eJnXwgEG Elani | Lekkertrou: https://lnkd.in/e_fqnm-V #ClientAppreciation #Celebration #GranateGathering