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Quarterly commentary
Quarterly commentary, 30 June 2026
Sandy Le Roux · from the Baobab SCI Flexible Fund Minimum Disclosure Document
Annual Partners Reports
Annual Partners Report
Year end 2025 · PDF
Annual Partners Report
Year end 2024 · PDF
Annual Partners Report
Year end 2023 · PDF
Annual Partners Report
Year end 2022 · PDF
Annual Partners Report
Year end 2021 · PDF
Annual Partners Report
Year end 2020 · PDF
Annual Partners Report
Year end 2019 · PDF
Annual Partners Report
Year end 2018 · PDF
Baobab Insights
The Global Opportunity Set
November 2023 · PDF
The Friday Filter
Skin in the Game
October 2020 · PDF
A Free Ticket to the Grammys
February 2020 · PDF
Safety First
November 2019 · PDF
The Price of Predictability
July 2019 · PDF
Owners Matter
November 2018 · PDF
Cable, Content and Opportunity
June 2018 · PDF
Is Cash Still Trash
May 2018 · PDF
A Bear Market in Fear
November 2017 · PDF
FOMO
June 2017 · PDF
A Long Term Value Opportunity
May 2017 · PDF
Passive Investment – Opportunity or Threat
May 2017 · PDF
Strategy Update and Outlook
January 2017 · PDF
In the press
Do boutiques with single portfolio managers have advantages over teams?
Citywire, January 2026 ↗ · free registration
Greed is good if applied tactically, says top performing fund manager
Citywire ↗ · free registration
Two boutiques team up in high-conviction equity offering
Citywire ↗ · free registration
The top-performing fund with ‘no regard for the index’
Moneyweb ↗