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Articles tagged as "Richemont"

Balanced Fund update: What is a 'high-quality' company?

By Jacques Plaut on 28 Oct 2016

The Fund’s performance over the past quarter was helped by overweight positions in Standard Bank and Impala Platinum, and by underweight positions in SABMill...

Equity Fund update: Don’t be seduced by high expectations

By Simon Raubenheimer on 14 Oct 2016

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...

Top quality

By Jacques Plaut on 31 Mar 2016

Richemont is one of the world’s top luxury goods companies. It sells watches, jewellery, pens, clothes, and even guns. Its most well-known brand is Cartier....

Time to review your equity exposure?

By Ian Liddle on 27 Jan 2014

Adapted from the Chief Investment Officer’s comments, which will appear in the Allan Gray Unit Trust Annual Report, 2013. We aim to grow our clients’ wealth...

The trend is your friend till it bends at the end

By Duncan Artus on 24 May 2012

For some time we have been concerned about the sustainability and unbalanced nature of consumption growth in South Africa. I don’t believe you can consume,...

The investment case for BAT

By Simon Raubenheimer on 30 Jun 2010

British American Tobacco provides the rare opportunity to invest in a superior quality business in a stable industry at a discount to the average company. Wi...

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