Shariah fund: Finding solace in telecoms, fertiliser and heat treatments – Citywire
Camissa Asset Management’s Islamic Balanced fund is banking on MTN, Omnia and Bodycote to deliver a nice crop of dividends. In a webinar on Wednesday, the strategy’s portfolio manager, Abdul Davids, meticulously set out its investment process – much in line with that of value investment peers – and explained the thinking behind asset class […]
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
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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
