Gavin Wood: Too much negativity is now priced in – Citywire
The CIO of Camissa Asset Management, Gavin Wood, believes the pervasive pessimism in markets at the moment should be treated with a contrarian’s scepticism. Article by Patrick Cairns. view article
‘There is no fundamental difference between local and offshore equities’ – Citywire
The Camissa Balanced fund is the most balanced between local and offshore stocks that it has ever been. Article by Patrick Cairns, with commentary by Gavin Wood, CIO of Camissa Asset Management. view article
Camissa hires head of institutional business development – Citywire
Camissa Asset Management has appointed Jason Liddle as its head of institutional business development, effective 1 July. By Justin Brown, with comment from Roland Greaver, CEO of Camissa Asset Management. view article
Implats keeps hopes alive for RBPlat as Northam bows out – Business Day
Impala Platinum (Implats), now the sole bidder for a controlling stake in Royal Bafokeng Platinum (RBPlats) after its rival Northam Platinum pulled out of the race, is still counting on the remaining RBPlat shareholders to back its proposal. Written by Andries Mahlangu, with insights from Mandi Dungwa – portfolio manager for Camissa Asset Management. view […]
SA stocks plummet in longest slide since 2018 – Business Day
A global slump in stocks dragged SA’s benchmark equity index lower for a seventh day on Wednesday, the longest losing streak for the market since October 2018. Article by Colleen Goko and Adelaide Changole, with commentary from Abdul Davids – head of research for Camissa Asset Management. view article
Regulator gives nod for Northam to pursue RBPlat – Business Day
Endorsement could see the lengthy battle for control of the platinum miner drag on. Article by Nico Gous and Andries Mahlangu, with commentary from Mandi Dungwa – portfolio manager for Camissa Asset Management. view article
Just how big is the risk in the local credit market? – Citywire
Camissa Asset Management is opting for very low exposure given the effects of the supply-demand imbalance. Article by Patrick Cairns with commentary from Satish Gosai – head of fixed income and derivatives for Camissa Asset Management. view article
Camissa CIO: ‘We always positioned ourselves as an entrepreneurial manager’ – CityWire
In the latest in a series of interviews with industry veterans, Stephen Cranston talks to Camissa co-founder and CIO Gavin Wood. Article by Stephen Cranston. view article
Asset managers urged to seize opportunities – The Star
“Tough stock market conditions present great opportunities for asset managers who are prepared to take advantage of overly negative reactions to share prices”. Written by Edward West with comment from Gavin Wood – CIO for Camissa Asset Management. view article
Top performers show up on Large Manager Watch survey – Citywire
Truffle, Ninety One and M&G enjoy continued success in the December 2022 Alexforbes survey. Written by Stephen Cranston. view article
