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    Newsletter:
A final wrap up for what has been a hugely interesting year. It's great to end on an upward note - most of our investors have experienced excellent growth in the last couple of quarters, and we expect this trend to continue, albeit a little slower perhaps, in the new year. We believe that our Managed Portfolios have the right mix of investment managers and styles to take advantage of the opportunities that do exist in the markets. We have some excellent reading for you to peruse and digest over the holiday period - Liz Still looks at hedge funds, and discusses retirement planning with Allan Gray's Barend Ritter, Oxford University's Andrea Boltho reasons why the US will continue to dominate world affairs, some new age thoughts from Glenn Silverman of Investment Solutions, and RE:CM's Piet Viljoen on why commodity prices are rising despite a weak US-Euro demand. May we wish you all a great festive season. Getting in on the ground floor of hedge fund management Nedcor Retail Investments sent out a press release this week stating that they had invested R10 million seed capital in their fund of hedge funds, the Double Alpha Fund. More at http://www.equinox.co.za/article_572.html China, Commodity Prices and the Rand: Piet Viljoen Want to understand something about the strengthening rand and increasing commodity prices? Read this clearly written article by Piet Viljoen,Managing Director of Regarding Capital Mangement. More at http://www.equinox.co.za/article_568.html New Age Investment Thinking Returns on local equities have increased by as much as 28.2% since end March, whilst the MSCI and S&P 500 have increased 32.9% and 26.6% respectively during the same period. Glenn Silverman, chief investment officer at Investment Solutions, cautions investors not to be mislead by this rally within the current bear market, especially in the US. More at http://www.equinox.co.za/article_570.html Retirement Planning: You only get one shot at it The primary long-term goal for any personal investment plan is planning for retirement - investing excess income now to provide for a secure and comfortable lifestyle when you can no longer work, or wish to work. More at http://www.equinox.co.za/article_566.html Rand Outlook: Comment by Investment Solutions Over the year-to-date, the Rand has appreciated by 32% and 19% relative to the US Dollar and Euro, respectively. Appreciation from the all-time lows in December 2001 relative to the US Dollar and Euro is 55% and 31%, respectively. More at http://www.equinox.co.za/article_567.html Why the US will remain supreme This article was first printed in the December edition of the The GIBS review. According to visiting lecturer Andrea Boltho, America's continued supremacy can be attributed to a powerful concoction of high fertility rates and the right history, geography and climate. More at http://www.equinox.co.za/article_569.html Fairheads and Tri-Linear in Empowerment Deal Tri-Linear Asset Management and Fairheads Asset Managers have concluded an agreement, subject to fulfillment of certain suspensive conditions, in terms of which Tri-Linear Asset Management will acquire an initial 50% stake in Fairheads Asset Managers for an undisclosed sum, with the acquisition of a further controlling stake 12 months later. More at http://www.equinox.co.za/article_571.html Best Regards 
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