Investment update | Why Altron 2.0 deserves a second look – News24
Following significant restructuring in recent years – moving away from manufacturing and spinning off Bytes Technology – Altron has become a more focused South African technology group. Guided by new management with strategic initiatives aimed at strengthening core businesses, Altron is paving the way for a stronger growth trajectory, writes Mpendulo Ncongwane, associate analyst at […]
Awards galore: Four rankings released over four weeks – Citywire
FundHub and Morningstar handed out their awards last week, in a month that has also seen gongs dished out by Personal Finance and ProfileData. view article
Nominations announced for the News24 and FundHub Industry Performance Awards event – News24
News24 and The Collaborative Exchange – an independent and specialised investment consulting, research, and event management business, have launched a new industry awards event for fund managers in 2025, namely the FundHub Industry Performance Awards. view article
Raging Bull Awards: recognising top asset managers over 5 years – IOL
The past five years have seen various funds and managers come to the fore in the annual Raging Bull Awards, which recognise outstanding performance by asset managers offering unit trust funds to retail investors. While large established firms such as Ninety One (previously Investec Asset Management) and PSG featured strongly, smaller, so-called “boutique” managers stole […]
The PM of this R5.8bn fund explains its ‘dramatic’ asset allocation changes – Citywire
Since the South African elections at the end of May, the fund has cut SA fixed income and equity exposure while increasing cash and global equity holdings. Gavin Wood, chief investment officer for Camissa Asset Management, provided insight during a webinar last week. view article
Morningstar announces SA finalists for its Investing Excellence awards – Citywire
Morningstar has announced the South African finalists for its awards for Investing Excellence. The company will make the winners known in Cape Town on 6 March. view article
OPINION | Gritty comeback in store for SPAR? – Media24
SPAR has seen a perfect storm of problems. But its prospects are good, argues Mohamed Mitha – investment analyst for Camissa Asset Management. view article
SA Equity PM: ‘The market has not run ahead of itself’ – Citywire
Visio believes that South African equities will see an earnings recovery, but investors have yet to price this into the valuations of local shares. Including comment from Abdul Davids – head of research and portfolio manager for Camissa Asset Management. view article
Shoprite reviews its operations outside SA – The Sunday Times
After disposing of its furniture business, Shoprite is reviewing more operations, especially in Ghana, which is facing hyperinflation that is having an effect on earnings. The group operates in 10 countries outside South Africa including the Democratic Republic of Congo and Angola, with a total of 266 stores. With comment from Mohamed Mitha – investment […]
‘It’s not transition at any cost’: Sasol says it won’t kill itself chasing change – News24
While Sasol is hard at work to assess growth opportunities that can reduce its dependence on dirty coal, it hasn’t ruled out the possibility that there may be no viable transition pathways for it to pursue just yet. With comment from Abdul Davids – head of research for Camissa Asset Management. view article