Insights
Explore the unconventional thinking that guides our investment approach. Here you will find our latest research, market analysis and reports from the Camissa team.
Latest UP Quarterly
UP Q3 2025
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
UP Q3 2025
Jul
2025
UP Q2 2025
Apr
2025
UP Q1 2025
Jan
2025
UP Q4 2024
Oct
2024
UP Q3 2024
Jul
2024
UP Q2 2024
Apr
2024
UP Q1 2024
Jan
2024
UP Q4 2023
Oct
2023
UP Q3 2023
Jul
2023
UP Q2 2023
Apr
2023
UP Q1 2023
Jan
2023
UP Q4 2022
Oct
2022
UP Q3 2022
Jul
2022
UP Q2 2022
Apr
2022
UP January 2022
Jan
2022
UP October 2021
Oct
2021
UP July 2021
Jul
2021
UP April 2021
Apr
2021
UP January 2021
Jan
2021
UP October 2020
Oct
2020
UP July 2020
Jul
2020
UP April 2020
Apr
2020
UP January 2020
Jan
2020
UP October 2019
Oct
2019
UP July 2019
Jul
2019
UP April 2019
Apr
2019
UP January 2019
Jan
2019
UP October 2018
Oct
2018
UP July 2018
Jul
2018
UP April 2018
Apr
2018
UP January 2018
Jan
2018
UP October 2017
Oct
2017
UP July 2017
Jul
2017
UP April 2017
Apr
2017
UP January 2017
Jan
2017
Up October 2016
Oct
2016
UP July 2016
Jul
2016
UP April 2016
Apr
2016
UP January 2016
Jan
2016
UP Oct 2015
Oct
2015
UP July 2015
Jul
2015
UP April 2015
Apr
2015
UP January 2015
Jan
2015
UP October 2014
Oct
2014
UP July 2014
Jul
2014
UP April 2014
Apr
2014
UP January 2014
Jan
2014
UP April 2013
Apr
2013
UP January 2013
Jan
2013
UP October 2012
Oct
2012
UP July 2012
Jul
2012
UP April 2012
Apr
2012
UP January 2012
Jan
2012
UP October 2011
Oct
2011
UP July 2011
Jul
2011
UP April 2011
Apr
2011
UP January 2011
Jan
2011
In the news
Recent media coverage
Check out our handpicked collection of articles and insights showcasing investment opportunities from local and global perspectives, created by our knowledgeable team.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
14
Jan
2026
South Africa’s richest city has not built a public school in 8 years
01
Dec
2025
Absip honours top performers at 2025 awards
11
Nov
2025
Camissa CIO advocates for integrated, balanced fund management
11
Nov
2025
Citywire South Africa Awards 2025: Nominees for best fund manager
20
Oct
2025
The hidden R403 billion retail giant coming for Shoprite, Pick n Pay, and SPAR
26
Aug
2025
Recent top fund performances boost Camissa’s long-term standing
26
Aug
2025
These are the 14 SA-registered managers with a Citywire top rating
30
Jul
2025
The No.1 ranked fund that doesn't care about the rankings
23
Jul
2025
Mentenova joins Alexforbes Manager Watch survey as Coronation and Camissa top charts
26
May
2025
Ill winds blowing for private hospitals
24
Apr
2025
Shariah fund: Finding solace in telecoms, fertiliser and heat treatments
17
Apr
2025
Investment update | Why Altron 2.0 deserves a second look
10
Mar
2025
Awards galore: Four rankings released over four weeks
06
Mar
2025
Nominations announced for the News24 and FundHub Industry Performance Awards event
25
Nov
2024
Raging Bull Awards: recognising top asset managers over 5 years
19
Nov
2024
The PM of this R5.8bn fund explains its ‘dramatic’ asset allocation changes
15
Nov
2024
Morningstar announces SA finalists for its Investing Excellence awards
01
Oct
2024
SA Equity PM: ‘The market has not run ahead of itself’
30
Jul
2024
Turn in production fortunes boosts Sasol shares
03
Jun
2024
How a rattled SA became Anglo’s best defence against BHP bid
22
Apr
2024
Camissa explains its SA equity underperformance
13
Mar
2024
Shoprite looks for growth tonic
27
Feb
2024
Sasol up to the task of handling volatility, says CEO Fleetwood Grobler
09
Feb
2024
Morningstar Announces Finalists for 2024 Morningstar Awards for Investing Excellence South Africa
09
Jan
2024
Top performing stable fund looks to shake off ‘challenging year’
04
Dec
2023
Learning from bygone investment luminaries creates a solid foundation
17
Nov
2023
Camissa sees ‘massive opportunity’ in SA equities
31
Aug
2023
OPINION: The investment case for the owner of Iwisa, Blue Ribbon and Snowflake
31
Aug
2023
Boutiques Connect: Camissa Asset Management
16
Aug
2023
OPINION: The Foschini Group faces challenges – but it looks cheap
15
Aug
2023
Thinking and being more unconventional pays huge dividends
02
Aug
2023
Camissa launches new balanced fund focused on SA assets
24
Jul
2023
Repo Rate remains unchanged in the midst of decreasing inflation rate
18
Jul
2023
Bad news for fiscus as Amplats warns profit could plunge R20bn
20
Jun
2023
Spar 'extends olive branch' to franchisee, but some fruit remains bitter
26
May
2023
Gavin Wood: Too much negativity is now priced in
04
May
2023
‘There is no fundamental difference between local and offshore equities’
28
Apr
2023
Camissa hires head of institutional business development
02
Mar
2023
Just how big is the risk in the local credit market?
10
Feb
2023
Camissa CIO: ‘We always positioned ourselves as an entrepreneurial manager'
31
Jan
2023
Top performers show up on Large Manager Watch survey
16
Jan
2023
A sound investment approach is essential in volatile times
24
Nov
2022
'We will see far more dispersion': Asset allocators reflect on Reg 28 changes
07
Nov
2022
Gold Fields: Yamana takeover battle brews as rivals make $4.8bn bid
24
Oct
2022
Giant SA gold mine emulates Toyota to boost profit
10
Oct
2022
Camissa bullish on MTN and PGM miners
02
Sep
2022
Camissa launches pure SA equity fund
19
Aug
2022
Two SA managers with opposite views on China. Who is right?
15
Aug
2022
There is too much closet passive charging high fees
14
Jul
2022
Mediclinic surges as Remgro proposes healthier offer
22
Jun
2022
Asset manager Camissa is not buying the hype about big four banks
09
Jun
2022
Camissa CEO: One of my best decisions was to motivate Coronation to exit
08
Jun
2022
Government demands may have toppled Hulamin takeover deal
01
Jun
2022
Smart About Money
26
May
2022
Ninety One gets it in the neck as volatile times bite
26
Apr
2022
Old Mutual to consider offering top performing global blend fund to DFMs
24
Mar
2022
Morningstar Awards: SA’s best large asset manager is a passive house, two years in a row
14
Mar
2022
FNB looks forward to growth as loan appetite sharpens
14
Mar
2022
MTN steps up fibre drive in Africa
04
Mar
2022
Sibanye-Stillwater faces court battle for ditching $1.2bn Brazil mines deal
01
Mar
2022
Investment in online platform pays off for Curro
25
Feb
2022
A new identity for Kagiso Asset Management
25
Feb
2022
Kagiso Tiso sells controlling stake in Kagiso Asset Management
25
Feb
2022
A new identity for Kagiso Asset Management
24
Feb
2022
Kagiso Asset Management changes its name as staff and management take control of the business
24
Feb
2022
Out with Kagiso Asset Management, in with Camissa
21
Feb
2022
Discovery seeks growth tonic in Asia
21
Feb
2022
Spar last to enter delivery race
26
Jan
2022
Demand for second-hand cars lifts Motus' profit
24
Jan
2022
Raging Bull Awards: all the nominated funds
12
Jan
2022
Balanced funds ain't broke, so don't fix them
15
Dec
2021
Opportunity aplenty for Telkom
15
Dec
2021
Nutrien sows sustainable seeds
15
Dec
2021
Boston Scientific
15
Dec
2021
PGMs: towards greener mobility
08
Dec
2021
Many large managers don't bother
29
Nov
2021
Hospitality stocks dive as SA goes back on red list
19
Nov
2021
Richemont joins R1-trillion club
27
Oct
2021
Global supply chain constraints hit Savanna
20
Oct
2021
Incentive needed for smaller end of stock exchange to survive
15
Oct
2021
If you invested R10 000 in Curro holdings in 2009, how much money would you have now?
01
Oct
2021
General equity funds for the win
10
Sep
2021
Libstar upbeat over new products amid changing shopping patterns
06
Sep
2021
Obscure precious metal takes center stage for platinum giants
30
Aug
2021
Gold Fields would consider joint ventures to bolster output
27
Aug
2021
Enhancing Quilter's asset gathering ability
27
Aug
2021
The gold in RECM and Calibre
27
Aug
2021
Bidcorp
27
Aug
2021
Disruption in grocery retailing
27
Aug
2021
Important link between South Africa's mining industry and its public capital market is broken
11
Aug
2021
Sasol back in the black on higher oil and chemical prices
02
Aug
2021
Sasol gets bump from higher oil prices after battling bad weather
23
Jul
2021
Iron-ore price makes for positive outcomes
14
Jul
2021
As expected, the Naspers-Prosus share exchange goes ahead
06
Jul
2021
Sasol CFO Paul Victor quits after six years at the helm
02
Jul
2021
Naspers at crossroads as 36 activist investors question share swap, management alignment
02
Jul
2021
Aandele dryf konserwatiewe plaaslike fondse aktief aan
07
Jun
2021
Bodycote
07
Jun
2021
Nisshinbo spins into the hydrogen economy
07
Jun
2021
Active management has positioned Anglo American well
Invest different
