AJ Snyman took the stage at the Investment Forum with a presentation titled "Investing After the End of the World (As We Know It)." The lesson: the map is not the terrain. The map investors followed for 30 years is broken. You have to look up from it, read the terrain around you, and find the things that actually hold value in this new world order.

Investment Forum 2026

Thank you to our guests for joining us at the Peregrine Capital Insider event in Cape Town, hosted at the beautiful Vineyard Hotel. Our Portfolio Managers shared key insights and market sentiment on both local and global companies, fresh from a week of high-level discussions at the RMB - Rand Merchant Bank Morgan Stanley Conference.

We were honoured to be joined by Springbok legends and Rugby Centurions, Willie Le Roux and Percy Montgomery, who shared powerful lessons on what it takes to go from 1 to 100, both on the rugby field and in building long-term success.


Peregrine Capital Insider Cape Town

Peregrine Capital is optimistic about SA equities, increasing exposure despite recent challenges. Investment Analyst, AJ Snyman highlights improvements in Eskom and Transnet, suggesting load shedding will lessen by 2025. This contrarian view sees undervalued local shares as a key opportunity. 