Insights

From the US-Iran conflict to the AI capex cycle, our semi-annual letter sets out how the funds were positioned through a demanding first half, and why the market is underestimating the returns on AI investment, and where we see opportunity from here.

Welcome to the latest edition of Peregrine Capital’s newsletter, where we share our views and news about our business, our funds, and why hedge funds should form part of a growing and diversified investment portfolio.

In this Annual Investor Letter, we reflect on the market forces that shaped performance, the opportunities we captured, and how we are positioning portfolios to continue delivering consistent, resilient returns in an increasingly complex global environment.

A 10-part explainer series unpacking key hedge fund concepts in a clear and accessible way.

An Introduction to the High Growth Fund with Kavita Patel, Investment Specialist.

An introduction to the Pure Hedge Fund with Alan Yates, Head of Distribution

In her latest piece for Moneyweb, our Investment Specialist Kavita Patel reflects on what it really takes to go from 1 to 100, and why our partnership with the Rugby Centurions is about so much more than a number.

In this MoneyMarketing article, Grant Dixon, Investment Specialist, discusses how the biggest risks in investing are often the ones investors don’t see and how understanding hidden risks and staying disciplined helps build portfolios that withstand market uncertainty.

Profound geopolitical shifts and rapid technological change have left the world in flux. Peregrine Capital is capitalising on the opportunities this brings as it navigates investing in this volatile new landscape.

Former Capitec CEO Gerrie Fourie tells Jacques Conradie, on Peregrine Capital's Building Conviction podcast, the story behind one of the JSE's greatest ever compounding stories.

Can you make 24? Grade 4 – 6 maths champions from 300+ schools compete in the Peregrine Capital 24SumMore national final in Johannesburg on 29 October 2026.

Ask most people what a financial advisor does and you get some version of the same answer: they pick investments. That is the visible part of the job, in the way that a prescription is the visible part of what a doctor does. The value sits in everything that happens before it.

Writing for Moneyweb, Anne Holding, an investment specialist at Peregrine Capital, sets out the roles a good advisor takes on across an investor's life. Specialist, demystifier, coach, therapist, architect. She also explains why much of that work leaves nothing to point to, because its purpose was prevention.