Think small to go big – The Sunday Times
Pick n Pay is strategising to create two distinct brands to cater to middle-class and upper-end markets, while Boxer will remain focused on the lower end. Article by Thabiso Mochiko, with insights by Mohamed Mitha – investment analyst for Camissa Asset Management. view article
Inside Sasol’s plans to become a worldwide green hydrogen leader – News24
Sasol is rapidly growing its footprint of green hydrogen development projects as it works to establish itself as a leader in an industry that is expected to provide a fifth of the world’s energy needs by 2050. Written by Lisa Steyn, with commentary by Abdul Davids – head of research for Camissa Asset Management. view […]
Camissa bullish on MTN and PGM miners – Business Day
Global financial markets have had a bumpy ride so far this year as a combination of rising inflation, a series of rate hikes and hawkish guidance from central banks across the world — despite the associated recessionary risks — weighed on assets. Abdul Davids (head of research for Camissa Asset Management) recommends that investors focus […]
Implats shares slide amid concerns over PGM outlook and higher input costs – Business Live
Impala Platinum’s (Implats’s) share price fell as much as 10% on Thursday, the most since June 2020, after the world’s third-largest platinum group metals producer reported a 17% fall in full-year profit as commodity prices came off the boil while its input costs surged. Written by Nico Gous and Andries Mahlangu with insights from Mandi […]
Camissa launches pure SA equity fund – Citywire
Camissa Asset Management on Thursday launched the Camissa SA Equity Fund, which will invest exclusively in local stocks. Camissa CIO Gavin Wood, who will manage the portfolio, told Citywire South Africa in an interview that the fund would offer differentiated performance by being ‘truly actively managed’ and not benchmark cognisant. Article by Justin Brown with […]
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