Insights

Peregrine Capital’s October 2026 Newsletter: our Q3 2026 hedge fund review, offshore USD funds now open to retail investors, podcasts and market 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.

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

Peregrine Capital’s Alan Yates tells BusinessDay how new offshore funds, with lower minimums and daily dealing, are making it easier for ordinary South Africans to save for foreign-currency goals in the currency they will spend.

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.

Just two weeks into the CFO job, Kobus Gertenbach had to call the shareholder and tell them he could not make payroll. Today, he leads Premier Group as CEO. In the fourth episode of Peregrine Capital’s Building Conviction podcast, he recounts how a business written off by many was rebuilt.

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.