Fund managers open up about the ‘landmines’ of 2018 – Moneyweb
In an environment where stock market returns have been disappointing, avoiding companies that have suffered a significant share price decline has been even more important than usual. Ingé Lamprecht comments.
The big opportunity in small stocks – Money Marketing
We believe that the South African market is particularly materially mispricing smaller companies at the moment and we identify some of the potential reasons for this below. If we are correct, this presents the clients of skilled, contrarian, medium-sized asset managers with an unusually attractive (perhaps temporary) opportunity for very high, market-beating returns from here […]