“Capital preservation remains the priority. While the strategy may not outperform the market in all periods, it aims to deliver consistent cash-plus returns with controlled volatility. By blending local and global counters, we are taking advantage of two relatively uncorrelated return profiles which should support outcomes across market cycles.”
Marcus Erlank, Portfolio Manager at Catalyst, outlines how long/short property strategies balanced capital protection and market exposure in South Africa’s shifting 2025 landscape.
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