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%. 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 […]
OPINION: The Foschini Group faces challenges – but it looks cheap – News24
The Foschini Group has an ambitious strategy and, in a tough environment, success is not particularly evident as yet. But the company’s shares seem to be undervalued, writes Mohamed Mitha – investment analyst for Camissa Asset Management. view article
Thinking and being more unconventional pays huge dividends – Citywire
Gavin Wood believes that in investment management it pays to pursue inaccessible areas that are difficult to master. Article by Patrick Cairns with comment from Gavin Wood – chief investment officer for Camissa Asset Management. view article
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
Repo Rate remains unchanged in the midst of decreasing inflation rate – Voice of the Cape
The South African Reserve Bank has kept the repo rate at 8.25% pa, thus putting a pause to the hiking cycle that has seen South African consumers experience ten successive repo rate increases. By Daanyaal Matthews with comment from Abdul Davids – head of research 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 […]
