Camissa explains its SA equity underperformance – Citywire

Camissa’s philosophy is that share prices overreact to the downside and give investors buying opportunities. A key reason the R678m Camissa SA Equity fund has underperformed since its inception in September 2022 is because of its exposure to troubled companies. Insights provided during recent webinar by Gavin Wood – CIO for Camissa Asset Management. view […]

Few jingling tills this year, say analysts – The Sunday Times

Retail, which had a tough year navigating load-shedding and a weak macroeconomic environment that hit consumers’ disposable income, could be in for another difficult year as analysts flag risks to growth. Article by Thabiso Mochiko with commentary from Mohamed Mitha – investment analyst for Camissa Asset Management. view article

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