Insights library

Cheap assets don't automatically become valuable investments. The real opportunity lies in identifying the catalysts that can drive change. From shareholder activism to uncovering opportunities in global markets, Co-CIO Patrice Moyal explains how VISIO seeks out asymmetric opportunities where the potential upside meaningfully outweighs the downside.

While much of the attention around artificial intelligence (AI) focuses on ChatGPT, Nvidia, and the latest AI breakthroughs, a quieter story is unfolding behind the scenes. At the centre of the global technology ecosystem sits Taiwan Semiconductor Manufacturing Company (TSMC), the company responsible for producing the vast majority of the world's most advanced chips. From AI models and smartphones to cloud computing and autonomous systems, the digital economy increasingly depends on a single manufacturing bottleneck.

Global volatility, shifting interest-rate expectations, and persistent inflationary pressures continue to reshape fixed-income markets. In this insightful panel discussion, VISIO’s Head of Fixed Income & Multi-Asset, Jonathan Myerson, shares his perspective on where investors may still uncover compelling value opportunities in today’s bond market, and why active positioning matters more than ever in uncertain environments.

In this BCI Boutiques session, Visio Fund Management’s David Talpert and Vizi Mpono present the Visio BCI SA Opportunities Fund, a strategy focused on identifying undervalued opportunities in South African small- and mid-cap companies.

Profile's Unit Trust Awards 2026 celebrate the funds and asset managers who rose above the rest, delivering exceptional performance for retail investors over the past year. These winning funds represent best-in-class investment decision-making, combining disciplined strategy, consistency, and strong risk-adjusted returns in a competitive market environment. Determined through independent, data-driven analysis, the awards highlight managers who have not only outperformed but have done so with integrity and a clear focus on long-term investor outcomes.

South Africa’s leading funds in the multi-asset, high equity category may sit in the same Association for Savings and Investments SA (Asisa) peer group, but their stock selection shows limited overlap.

What if your portfolio could participate in market upside while generating positive returns even during bear markets? Visio Fund Management explores how equity long/short hedge funds can do exactly that and why the world's top endowments, from Harvard to Yale, have taken notice.

Visio Fund Management awarded Best SA Multi-Asset High Equity Manager for the Visio BCI Balanced Fund. The awards, now in their second year, recognise performance and quantitative excellence among asset managers while also acknowledging financial advisers who make a difference.

Patrice Moyal, CEO and Portfolio Manager at Visio Fund Management, discusses how having the flexibility to allocate money to various asset classes, combined with experience and time, helps to navigate turbulent markets successfully.