Camissa Asset Management’s Islamic Balanced fund is banking on MTN, Omnia and Bodycote to deliver a nice crop of dividends. In a webinar on Wednesday, the strategy’s portfolio manager, Abdul Davids, meticulously set out its investment process – much in line with that of value investment peers – and explained the thinking behind asset class allocation and some of his team’s top stock picks. view article 

Following significant restructuring in recent years – moving away from manufacturing and spinning off Bytes Technology – Altron has become a more focused South African technology group. Guided by new management with strategic initiatives aimed at strengthening core businesses, Altron is paving the way for a stronger growth trajectory, writes Mpendulo Ncongwane, associate analyst at Camissa Asset Management. view article