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
A sound investment approach is essential in volatile times – IFN
In 2022, global geopolitical and economic events cast a long shadow over developed and emerging markets, with standout events being Russia’s invasion of Ukraine in February and the US Federal Reserve Bank’s efforts to combat persistently high inflation through aggressive interest rate hikes. Written by Abdul Davids – Camissa Asset Management’s head of research – […]
Giant South African gold mine emulates Toyota to boost profit – Mining Developments Magazine
Gold Fields was burning cash almost every year at their only facility in South Africa, until the continent’s third—largest miner of the metal started looking at Toyota Motor Corp for inspiration. Featuring comment by Mandi Dungwa – portfolio manager for Camissa Asset Management. view article
‘We will see far more dispersion’: Asset allocators reflect on Reg 28 changes – Citywire
In the next installment in our series of short videos on asset allocation, we ask to what extent the higher offshore limit increases the risks of making bad decisions – for both fund managers and fund selectors. Written by Patrick Cairns, with comment from Abdul Davids – head of research for Camissa Asset Management. view […]
The raging battle for Royal Bafokeng Platinum – The Sunday Times
The battle for Royal Bafokeng Platinum (RBPlat) intensified this week when Northam made a R50bn offer to buy out minority shareholders, raising the stakes just as the Competition Tribunal was about to announce its decision on Impala’s bid for the same target. Article by Dineo Faku, with comment from Mandi Dungwa – portfolio manager for […]
Gold Fields: Yamana takeover battle brews as rivals make $4.8bn bid – Moneyweb
The deal is key to Gold Fields’ expansion in the Americas. Yamana Gold is at the centre of a takeover battle after two Canadian mining companies teamed up on an unsolicited $4.8 billion offer to break up an earlier merger agreement with South Africa’s Gold Fields. Pan American Silver and Agnico Eagle Mines announced Friday […]
Giant SA gold mine emulates Toyota to boost profit – News24
Gold Fields was burning cash almost every year at their only facility in South Africa, until the continent’s third-largest miner of the metal started looking at Toyota Motor Corp. for inspiration. Article by Felix Njini, with comment from Mandi Dungwa – portfolio manager for Camissa Asset Management. view article