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 […]
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 […]
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. view article
Investors have reason to be positive in the long term – Business Live
At the Investment Forums, Gavin Wood, chief investment officer at Kagiso Asset Management, said Kagiso is finding exciting value in mid-cap shares with a market capitalisation of less than R15bn. Laura du Preez comments. view article
SA Manager of the Year: Allan Gray sets new record – Saturday Star – Personal Finance
The Raging Bull Awards, hosted each year by Personal Finance, ProfileData and PlexCrown, and held this year in association with Vunani Limited, recognises outstanding performance by unit trust fund managers. view article
Raging Bull Award for black excellence goes to Kagiso – Personal Finance
Kagiso Asset Management’s risk-adjusted investment performance over the past five years across the funds and asset classes where they compete were exemplary. Ryk de Klerk comments. view article
Why choosing a top-performing unit trust may be dangerous – Business Insider
Investing in a top-performing unit trust can be a treacherous strategy – as is dumping the biggest loser. Johann Biermann comments. view article
Pick n Pay back in the cash – Business Day
The company will fully settle its long-term debts at the end of October and CEO Richard Brasher has no immediate plans to take on more. Simon Anderssen comments. view article
Clover logs first loss in a decade – Business Live
CEO hails ‘exceptional improvement’ in performance despite write-off of loan facility to unbundled subsidiary Dairy Farmers of SA. Dirk van Vlaanderen comments. view article