Mondi’s earnings slip despite cost cuts – Business Live

Analysts, however, are positive about the paper and packaging group, saying it is well run, cash flow generative and resilient. Article by Karl Gernetzky with commentary by Dirk van Vlaanderen – portfolio manager for Kagiso Asset Management. view article

Boutiques are better…right – Blue Chip

The debate about whether it is better to invest in a boutique manager or a larger more established manager has been argued for years. It joins the list of value vs. growth, onshore vs. offshore, small cap vs. large cap, flat fee vs. performance fee and many other hotly contested comparisons. James Downie addresses the […]

Subscribe to UP Quarterly