Wrapped up for

future returns

View latest Quarterly

In the news

3 June 2024

How a rattled SA became Anglo’s best defence against BHP bid – BizNews

In a dramatic corporate standoff, Anglo American successfully thwarted BHP’s $49 billion takeover bid by rallying around its deep-rooted legacy in South Africa. With over 20% of its shares held locally, Anglo leveraged its national significance and employed a strategic defence led by CEO Duncan Wanblad. With comment from Mandi Dungwa – portfolio manager for Camissa Asset Management. view article

2 May 2024

‘Like a Swiss ski slope’: Uncertainty clouds battered Sasol’s investment outlook – News24

The new CEO of Sasol, Simon Baloyi, has been in the hot seat for only one month, but it has already been a bit of a rollercoaster ride. News of reprieve of certain emissions standards related to sulphur dioxide from Sasol operations bolstered the company share price earlier in April. Insights from Abdul Davids – head of research for Camissa Asset Management. view article

22 April 2024

Camissa explains its SA equity underperformance – Citywire

Camissa’s philosophy is that share prices overreact to the downside and give investors buying opportunities. A key reason the R678m Camissa SA Equity fund has underperformed since its inception in September 2022 is because of its exposure to troubled companies. Insights provided during recent webinar by Gavin Wood – CIO for Camissa Asset Management. view article

9 April 2024

Sasol emissions reprieve: markets celebrate while activists fume – News24

A decision to moderate the way Sasol’s emissions will be measured and regulated may have activists fuming, but it sent the company’s share price sharply upward on Monday. Commentary from Abdul Davids – head of research for Camissa Asset Management.
view article

13 March 2024

Shoprite looks for growth tonic – Business Live

Supermarket group wants to challenge Clicks and Dis-Chem in the health and wellness segment. With insight from Mohamed Mitha – investment analyst for Camissa Asset Management.
view article

27 February 2024

Sasol up to the task of handling volatility, says CEO Fleetwood Grobler – Business Day

Sasol, SA’s biggest producer of liquid fuel from coal, is working on a package of measures to beef up its cash flow generation after its half-year profits plunged 34% due to weaker oil and chemical prices. With commentary from Abdul Davids – head of research for Camissa Asset Management.
view article

9 February 2024

Morningstar Announces Finalists for 2024 Morningstar Awards for Investing Excellence South Africa – FANews

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the nominees for the 2024 Morningstar Awards for Investing Excellence South Africa.
The awards recognise those funds and asset managers that have served investors well over the long term and which Morningstar’s Manager Research team believes will be able to deliver competitive risk-adjusted returns over time.
view article

9 January 2024

Top performing stable fund looks to shake off ‘challenging year’ – Citywire

Over the past five years, the Camissa Stable fund has been a top quartile performer in the Asisa South Africa multi-asset low equity category. Over that period, it has delivered an annualised return of 8.5%. With insights from Gavin Wood – chief investment officer for Camissa Asset Management.
view article

news ARCHIVE

Subscribe to UP Quarterly