BUSINESS MAVERICK — INVESTMENT ANALYSIS: Beyond traditional investments: cranes, planes and rock ’n roll

Against a backdrop of lower returns for longer, asset managers have been forced to venture “off the beaten track” in search of alternative sources of returns, along with a greater focus on risk management, in constructing optimal, well-diversified portfolios.

If you look at the JSE’s Top 40 companies on a bottom-up basis, and build up a forward P/E for these 40 stocks, you’ll see a number of the Top 40 stocks are trading at a discount to fair value.

But back to planes, cranes and rock and roll. In some of our funds, alternative investments are generating real positive returns for investors. Cranes, for instance, are physical, tangible assets that are defensive in nature and less sensitive to the economic cycle. Investments into aeroplanes, which are then rented out to some well-known, credible airlines, are delivering yields of close to 8% on average. In this case, the risk sits with the airlines and the manufacturer.

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