Thesis Asset Management

Equity fund performance revealed

Thesis to move under Sanlam brand

The US dollar is close to peaking and the risks now seem to be on the downside.

Inflationary pressures

The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.

Real estate 'superior returns coming to an end'

Diversification taken to extremes

0.75% management fee

Plans further acquisitions of smaller DFMs

Ryan Paterson, research analyst at Thesis Asset Management, highlights three UK companies that he favours - and which he believes the market is currently undervaluing.