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Articles tagged as "RMI"

Insights category - companies

To have and to hold?

By Kamal Govan on 27 Jan 2021

Reading time: 9 mins

If the value associated with a holding company is less than the sum of its parts, is it a worthwhile investment? Kamal Govan looks at the drivers of holding...

Insights category - companies

Buy OUTsurance

By Ruan Stander on 31 Mar 2013

Reading time: 6 mins

In capitalism it is most often the case that competitive advantages do not last. One only needs to think about the ongoing competition between cellphone...

Insights category - companies

Insurance: better than you think

By Duncan Artus and Leonard Krüger on 31 Mar 2012

Reading time: 7 mins

We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...

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