Anchor Capital

Welcome to Anchor Capital

Tell us about you.

Research & Insights

Institutional research, advisor-ready.

30+ analysts across Johannesburg and London producing proprietary research that you can use directly in your client conversations. No paywalls. No generic broker notes. Original thinking.

Your clients ask hard questions.

"Should I be worried about the rand?" "What does the election mean for my portfolio?" "Is now the right time to invest offshore?" These are the questions your clients bring to you. And they deserve answers backed by rigorous analysis, not opinion.

Our research platform gives you the intellectual ammunition to answer these questions with confidence. Every piece of content is written by the same analysts who manage our institutional mandates. It is not marketing material dressed up as research. It is the actual thinking that drives our investment decisions.

Use it in your client meetings, forward it to your clients, or simply use it to sharpen your own market view. The platform is designed to make you look good in front of the people who trust you with their wealth.

What We Cover

Four Pillars of Our Research

Equity Research

Bottom-up fundamental analysis across JSE-listed and global equities. Proprietary models, company visits, and management engagement.

Macro & Strategy

Top-down economic analysis, asset allocation views, and thematic research. Context for the decisions you make with your clients.

Fund Commentary

Monthly and quarterly fund commentary explaining positioning, performance attribution, and outlook for every Anchor fund.

Market Insights

Timely commentary on market events, policy changes, and economic data. Published within hours of significant developments.

Publishing Schedule

Consistent, Reliable Output

Weekly Strategy Note

Every Monday

A concise overview of the week ahead: key data releases, earnings, and our positioning thoughts.

Monthly House View

Monthly

Our investment committee's asset allocation view with supporting rationale and risk assessment.

Quarterly Fund Reports

Quarterly

Full performance attribution, holdings breakdown, and forward-looking commentary for every fund.

Ad-Hoc Market Notes

As needed

Rapid-response analysis when markets move. Published within hours of significant events.

Why Anchor Research

Not another newsletter.

Written by portfolio managers and analysts, not marketing teams. The same people who allocate capital write the research.

Actionable and specific. We name names, state positions, and explain our reasoning. No vague platitudes about 'staying diversified.'

Designed for client conversations. Every piece is written at a level you can share directly with your clients.

Independent. We do not earn brokerage or commission on the companies we research. Our only incentive is performance.

Timely. When markets move, we publish within hours. You will never be caught without an answer for your clients.

Access the Platform

Request access to our research platform and start receiving institutional-grade insights for your practice. Available to all Anchor-partnered advisors at no additional cost.

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