Articles tagged as "Mediclinic"
Peeling back the layers in Remgro and Reinet
Remgro and Reinet are great examples of holding companies in our clients’ portfolios that trade at substantial discounts to the sum of their parts, for...
Balanced Fund update: An increased weighting towards local stocks
The local equity market had a strong quarter, breaking out to new highs despite all the negative news headlines. Many investors forget that the FTSE/JSE All...
Equity Fund update: Don’t be seduced by high expectations
It is interesting to note the surprise announcements made by several market ‘darlings’ over the course of the third quarter of 2016. Mr Price revealed negati...