Growthpoint Properties is South Africa’s largest listed Real Estate Investment Trust (REIT), having grown its portfolio from 17 properties in 1987 to over 500 today. This trajectory includes the acquisition and development of prime properties such as the V&A Waterfront. The pursuit of scale and diversification has, however, resulted in sub-optimal capital allocation and a weak share price over the past decade. We explore Growthpoint’s evolving strategy and highlight the key elements of its property portfolio.

In fashion, few companies have managed to sustain and evolve their presence as successfully as PVH Corporation (PVH), formerly known as the Phillips-Van Heusen Corporation. Today, it is one of the world’s largest and most influential apparel companies, with a rich history dating back to the 19th century. We explore the evolution of the business from its humble beginnings in shirt-making to its current industry standing as a fashion giant.

Founded in 1917 as ‘The Alliance Trading Company’, Truworths has evolved into the most profitable player in South Africa’s apparel retail industry, with growing influence across the broader African and UK apparel markets. Despite earning lower annual revenue than its JSE-listed competitors, Truworths is distinguished by its disciplined capital allocation, top-tier in-house brands and unique credit-based business model. We investigate the pillars supporting its profitability and prospects in a highly competitive industry, including the turnaround of its UK operations.

Glencore ranks among the world’s largest vertically integrated and globally diversified mining companies, operating across the full commodity value chain. The business produces, recycles, sources and distributes metals and minerals that are critical to the global shift toward a low-carbon economy and that are essential to modern life.