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𝗙𝗿𝗼𝗺 𝗦𝗼𝗺𝗲𝗿𝘀𝗲𝘁 𝗪𝗲𝘀𝘁 𝘁𝗼 𝗚𝗾𝗲𝗯𝗲𝗿𝗵𝗮 — 𝗼𝘂𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗵𝗶𝗻𝗸 𝗧𝗮𝗻𝗸 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝗱𝗿𝗮𝘄𝘀 𝘁𝗼 𝗮 𝗰𝗹𝗼𝘀𝗲. Over the past month our team - Mark Narramore, CFA Etienne Roux (CA)SA, CFA Gerda Steyn CFP®- has been on the road across eight different venues presenting 𝗧𝗵𝗲 𝗕𝗮𝘁𝘁𝗹𝗲𝗳𝗶𝗲𝗹𝗱 𝗖𝗵𝗮𝗻𝗴𝗲𝗱: 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗲𝗱 𝗳𝗼𝗿 𝘄𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁? Across every stop, one message stood out: being prepared for what's ahead doesn't mean relying on what's worked before. At Truffle, our experienced investment team actively manage downside risk. Every conviction is tested from more than one angle, keeping client outcomes at the centre of every decision. Thank you to The Collaborative Exchange for making these conversations possible and to all our clients across South Africa. Get our presentation here: https://lnkd.in/ddr8DQ2n 𝗜𝗻𝘃𝗲𝘀𝘁 𝗶𝗻 𝘁𝗵𝗲 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲. truffle.co.za

𝗦𝗶𝘅 𝗺𝗼𝗻𝘁𝗵𝘀 𝗮𝗴𝗼, the market priced these software names for durable, recurring growth. 𝗧𝗼𝗱𝗮𝘆? A very different story. A broad-based sell-off across global software stocks reflects growing consensus that the sector faces an existential threat from AI. Is the market repricing justified? 𝗪𝗼𝗿𝘁𝗵 𝗮 𝗿𝗲𝗮𝗱: https://lnkd.in/eZf2m7Xn truffle.co.za 𝗜𝗻𝘃𝗲𝘀𝘁 𝗶𝗻 𝘁𝗵𝗲 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲.

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