Truffle Asset Management

Happy New Year! As we step into a fresh new year, we embrace the opportunity to reaffirm our commitment to excellence, trust, and delivering long-term value—no matter what the economic horizon holds. Here’s to a year filled with shared growth, resilience, and enduring success. 🌐 www.truffle.co.za INVEST IN THE VALUE OF EXPERIENCE. . . . #TruffleAssetManagement #InvestmentManagement #HappyNewYear #2025

Our fund factsheets for November 2024 have been published.  Visit https://lnkd.in/dCgE6PwG to view or download them. . . . #TruffleAssetManagement #MDDs #factsheets #investmentperformance #investmentmanagement #localequity #globalequity #fixedincome

As the holiday season approaches, we all at Truffle Asset Management would like to thank our clients, colleagues and partners for your trust and support throughout the year. We hope you take this time to relax, recharge, and enjoy special moments with loved ones. Wishing you a joyous festive season and a prosperous New Year! #TruffleAssetManagement #InvestmentManagement #happyholidays #festiveseason

#CompoundInterest As the year winds down and holiday expenses add up, it’s the perfect time to reflect on your financial goals. At Truffle Asset Management, we help you turn smart decisions today into compounded success tomorrow—so you can enjoy the season knowing your investments are working hard for you. Give yourself the gift of financial growth this festive season. www.truffle.co.za INVEST IN THE VALUE OF EXPERIENCE . . . #truffle #Truffleassetmanagement #HolidayInvesting #CompoundYourSavings #TruffleAssetManagement

Today, we honour South Africa’s Day of Reconciliation—a time to reflect on our shared journey as a nation and celebrate the diversity that strengthens us. At Truffle Asset Management, we remain committed to promoting inclusivity and contributing to economic transformation by addressing the inequalities of the past. May we continue to build bridges and embrace unity in all we do. 🌈 www.truffle.co.za   INVEST IN THE VALUE OF EXPERIENCE . . . #DayOfReconciliation #UnityInDiversity #InclusiveGrowth #TruffleAssetManagement

Local Equities Masterclass Wrap up the year with us as Nicole Agar, Gavin Wood, Charl de Villiers, and Seeiso Matlanyane, FRM, CAIA, CFA take on local equities in our final recording in 2024. Expect insights, perspectives, and a touch of festive fun https://lnkd.in/gqyDZayi  . . . #TruffleAssetManagement #InvestmentManagement #Equities  Asset TV South Africa Camissa Asset Management Ashburton Investments Prescient

In November, US equity markets welcomed Trump’s victory, buoyed by campaign pledges to cut taxes, which bolstered short-term earnings prospects. However, the longer-term implications and timing of broader policy changes remain uncertain. Locally, South Africa needs to navigate the challenges and opportunities a Trump-led administration poses. Encouragingly, signs of political stability and ongoing reforms continue to support a positive GDP growth outlook. Explore Truffle's latest insights on the global and local economic landscape: https://lnkd.in/d7CeAeYE INVEST IN THE VALUE OF EXPERIENCE. . . . #TruffleAssetManagement #InvestmentManagement #MonthlyCommentary #economiccommentary #macrooutlook #trump

Making a difference. One step at a time. 🧦🧦 We're proud to continue supporting Sexy Socks, an incredible initiative combining style with purpose. For every pair of socks sold, a pair of school socks is donated to a child in need – ensuring no child goes without this basic necessity. As Nelson Mandela said, "Education is the most powerful weapon you can use to change the world." Sexy Socks embodies this belief by empowering children to focus on learning rather than lacking essentials. At Truffle, we share their passion for creating meaningful change and are thrilled to stand by their mission. Let's keep making a difference – one pair at a time. Check them out here: https://lnkd.in/gGG--BgE #SexySocks #SocialImpact #GivingBack #EducationMatters #TruffleCares

From Market to Table 📈🍴 At Truffle, we know the best outcomes come from collaboration—whether it’s crafting a winning portfolio or perfecting the art of pita bread! To celebrate the year, our team swapped spreadsheets for spatulas in a fun, interactive group cooking class. With plenty of laughter, a dash of creativity, and a sprinkle of friendly competition, it was an evening to remember. Much like working in a kitchen, building a robust portfolio requires a shared vision and coordinated effort. Here’s to carrying this spirit of unity into 2025! 🔗 www.truffle.co.za INVEST IN THE VALUE OF EXPERIENCE . . . #TruffleAssetManagement #InvestmentManagement #TruffleTeam #TruffleCulture  

#COP29: Incremental progress amid accelerating climate change COP29, held in Azerbaijan, delivered modest progress in addressing the urgent climate crisis. A focal point of the summit was #climatefinance, with developed nations pledging to increase annual support for developing countries to $300 billion by 2035. While this marks a step forward, it falls significantly short of the estimated $1.3 trillion required for developing economies to implement transformative climate solutions. On the transition from fossil fuels, incremental measures were agreed upon to encourage a phase-down. However, the summit failed to deliver a decisive commitment to transitioning entirely from fossil fuels—an outcome that likely falls below the expectations of climate advocates. Overall, COP29 outcomes represent a cautious advance in the collective management of global temperature rises. At Truffle, we remain committed to monitoring environmental policies and regulations, seeking opportunities to invest in ways that align with our sustainability goals while delivering strong financial results. Learn more about our approach to Responsible Investing: https://lnkd.in/dqKcgbvi . . . #Truffle #truffleassetmanagement #ResponsibleInvesting #ClimateChange #Cop29 #Climatefinance