Top performing stable fund looks to shake off ‘challenging year’ – Citywire

Over the past five years, the Camissa Stable fund has been a top quartile performer in the Asisa South Africa multi-asset low equity category. Over that period, it has delivered an annualised return of 8.5%. Article by Patrick Cairns with insights from Gavin Wood – chief investment officer for Camissa Asset Management. view article

Shoprite hits record in market share growth – Sunday Times

Shoprite has set its sights on widening its lead against competitors as it continues its aggressive store expansion after record market share growth. It will spend R8.5 bn in the 2024 financial year, up from R6.8 bn in fiscal 2023. Article by Thabiso Mochiko with comment from Mohamed Mitha – investment analyst for Camissa Asset […]

Bank on it: diversification is key – The Times

As a spike in credit impairments by battered South African consumers hurts banks, their corporate & investment units and Africa operations are having to save the day. Article by Dineo Faku with comment from Meyrick Barker – investment analyst for Camissa Asset Management. view article

Boutiques Connect: Camissa Asset Management – AssetTV

In this Boutiques Connect update by AssetTV, Gavin Wood – chief investment officer for Camissa Asset Management – discusses asset allocation, Camissa’s contrarian approach and the importance of building an efficient team. view article

OPINION: The investment case for the owner of Iwisa, Blue Ribbon and Snowflake – News24

Premier Foods, one of South Africa’s oldest food and consumer packaged goods businesses, started as a small bakery in 1824 and has grown to be a leading branded and private label food manufacturer operating in South Africa, Eswatini, Mozambique, Lesotho and the UK – writes Nicholas Brown – associate analyst for Camissa Asset Management. view […]

Camissa launches new balanced fund focused on SA assets – Citywire

Camissa Asset Management on Tuesday launched a new fund, the Camissa SA Balanced fund, which is a building block fund aimed at investors looking for a locally balanced portfolio. Article by Justin Brown with comment from Gavin Wood – chief investment officer for Camissa Asset Management. view article

Bad news for fiscus as Amplats warns profit could plunge R20bn – Business Day

Anglo American Platinum (Amplats) has warned that its half-year profit is likely to plunge by as much as R20bn on weak metal prices and lower production — further evidence that the taxman will collect less from the mining industry. Article by Andries Mahlangu and Nico Gous with comment from Mandi Dungwa – portfolio manager for […]

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