Two SA managers with opposite views on China. Who is right? – Citywire
Camissa Asset Management and PSG Asset Management have starkly opposed views on investing in China. Camissa is bullish about the country’s prospects while PSG is avoiding it. Article by Justin Brown with comment from Gavin Wood – CIO at Camissa Asset Management. view article
There is too much closet passive charging high fees – Citywire
Camissa Asset Management CIO Gavin Wood believes that there are too many active managers in South Africa and, in particular, too many offering closet index trackers. ‘Unfortunately, in the asset management industry, there are too many closet passive or benchmark huggers charging high fees,’ Wood said during an interview with Citywire South Africa. Article by […]
Mediclinic surges as Remgro proposes healthier offer – Business Live
Remgro and consortium partner MSC have increased their offer to 504p per share for SA’s most valuable hospital group. Article by Karl Gernetzky and Andries Mahlangu with comment by Mohamed Mitha – investment analyst at Camissa Asset Management. view article
Omnia assures farmers amid fertiliser squeeze – The Sunday Times
Diversified chemicals group Omnia, which is growing its organic business, said it has enough supply of traditional fertilisers to help farmers who may be running short after spending R10bn to secure stockpiles. Written by Thabiso Mochiko with comment by Aslam Dalvi – portfolio manager at Camissa Asset Management. view article
Asset manager Camissa is not buying the hype about big four banks – Business Day
Camissa says SA’s low growth prospects will weigh on the big four banks as digital disrupters chip away at their earnings. Article by Garth Theunissen. view article
Camissa CEO: One of my best decisions was to motivate Coronation to exit – Citywire
Camissa Asset Management chief executive Roland Greaver believes that one of his best business decisions was to motivate Coronation Fund Managers to sell its stake in the company in 2005. ‘At the time, it was politically incorrect for black-owned businesses to have a big established institution as a shareholder because such businesses were not seen […]
Government demands may have toppled Hulamin takeover deal – News24
A possible deal to buy Hulamin has flopped after months of talks. Sources say government’s requirements were too onerous for the potential buyer. The company is an attractive target because aluminium is in high demand in the green economy. Written by Lisa Steyn with comment from Abdul Davids, head of research for Camissa Asset Management. […]
Smart About Money
If you are choosing an actively managed equity fund, should you look for a manager that says it invests with conviction and doesn’t just follow the benchmark index? Or is it better to use a manager who takes smaller bets around the benchmark? High conviction managers typically invest in a smaller number of shares and […]
Ninety One gets it in the neck as volatile times bite – Financial Mail
The company, no stranger to rough markets, has taken a beating of late. But its founder and CEO remains bullish. Article by Jaco Visser with comment from Meyrick Barker, investment analyst for Camissa Asset Management. view article
Old Mutual to consider offering top performing global blend fund to DFMs – City Wire
The Old Mutual Global Multi-Style Equity strategy combines a number of approaches in a single portfolio…Article by Stephen Cranston. view article
