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Articles tagged as "Shares"

Insights category - companies

AB InBev: The king of beer

By Jithen Pillay on 31 Jan 2023

Reading time: 9 mins

The market has several concerns about brewer Anheuser-Busch InBev which are currently weighing on its share price. We believe the company’s fundamentals are...

Insights categories - Local investing

Was 2022 a secular turning point and if so, what does it mean for the years ahead?

By Duncan Artus on 26 Jan 2023

Viewing time: 12 Mins

In his first investment update of 2023, Duncan Artus discusses the current investment context and how it differs from the past, shares a review of 2022 and...

Insights categories - Offshore investing

Solving the diversification dilemma

By Matthew Spencer on 28 Jun 2022

Viewing time: 5 mins

"Don’t put all your eggs in one basket" is a phrase familiar to many of us, and when it comes to investing and minimising risk, it is quite a sensible...

Insights categories - Local investing

Local investment update: Always pay the right price

By Duncan Artus and Jacques Plaut on 03 Jun 2022

Viewing time: 26 min

Jacques Plaut and Duncan Artus discuss the positioning of our equity and multi-asset funds given the pre-existing trends exacerbated by the war in Ukraine....

Insights categories - Local investing

It’s the price you pay that matters

By Rory Kutisker-Jacobson on 21 Oct 2021

Viewing time: 4 mins

As investors we shouldn’t pretend we operate in a vacuum that is nicely insulated from the prevailing macroeconomic and political trends. However, it is...

Insights categories - Offshore investing

Markets change quickly, investments shouldn’t

By John Christy on 03 Sep 2021

Reading time: 5 mins

We often say that we play the hand we are dealt by the market. We can control our research efforts and our decisions, but we certainly can’t control the...

Insights categories - Local investing

Our take on the “shrinking” JSE

By Nadia van der Merwe and Stephan Bernard on 26 Jul 2021

Reading time: 14 mins

Several high-profile delistings over the recent past have spurred market commentators to discuss the JSE’s “slow death” in the context of a struggling local...

Insights categories - Local investing

Equity Fund: Fishing in muddy waters

By Rory Kutisker-Jacobson on 16 Apr 2021

Reading time: 5 mins

In his 1986 letter to shareholders, Warren Buffett famously spoke of being fearful when others are greedy, and greedy when others are fearful.

Insights categories - Markets and economy

COVID-19: Portfolio, economic and investment update

By Duncan Artus on 01 Jun 2020

Reading time: 1 min

During February and March, we were active in both the local equity and fixed income markets. This activity reduced during April and May, as we believed the...

Insights categories - Investment insights

The money bubble

By Claire Gallagher on 12 Feb 2020

Viewing time: 1 min

There’s something magical about bubbles. Formed of water, soap and a breath of air they seem incredible. In financial markets, bubbles are a lot less revered...

Insights categories - Personal investing

Beware of recency bias when making investment decisions

By Beatri Faul on 29 Jan 2020

Reading time: 9 mins

Over the past year, we have seen local investments streaming towards bonds and cash – the top-performing asset classes for most of 2019. Are investors chasin...

Insights categories - Local investing

Is it 2002 all over again? Not quite

By Duncan Artus on 29 Jul 2019

Reading time: 6 mins

Domestically focused shares that are exposed to the local economy have underperformed the overall market. Duncan Artus investigates whether the current...

Insights category - companies

An opportunity in television?

By Jacques Plaut on 29 Apr 2019

Reading time: 8 mins

The Top 40 got a new member this quarter when MultiChoice was unbundled from Naspers. MultiChoice owns the dominant pay-TV business in South Africa, DStv, wi...

Insights category - companies

How Allan Gray values a stock

By Andrew Lapping on 18 Jul 2018

Reading time: 6 mins

Allan Gray is a strong proponent of value investing, the mantra famously championed by Warren Buffet. Put simply, value investing is the concept of buying...

Insights categories - Local investing

Equity Fund update: Reversal of fortunes for domestically orientated sectors

By Simon Raubenheimer on 19 Jan 2018

Reading time: 3 mins

For most of 2017, domestically orientated sectors fared poorly against the FTSE/ JSE All Share Index (ALSI). However, the last few weeks of the year saw a...

Insights categories - Local investing

Equity Fund update: Patience is key in investing

By Ruan Stander on 10 Nov 2017

Reading time: 3 mins

Despite the high price-to-earnings (PE) ratio of the FTSE/JSE All Share Index (ALSI), our bottom-up investment process is finding attractive opportunities th...

Insights categories - Offshore investing

Global jitters: Avoid safe havens, opportunity in overlooked sectors

By Dan Brocklebank on 15 Sep 2017

Reading time: 5 mins

The uncertain global political and economic backdrop created by unexpected recent shocks has spooked investors. However fear, particularly when spurred by...

Insights category - companies

Net1 announces Serge Belamant’s retirement

By Andrew Lapping on 25 May 2017

Reading time: 1 min

Net1 has announced that Serge Belamant will retire as chief executive officer (CEO) and director of the company at the end of this month and Herman Kotzé,...

Insights categories - ESG

Net1: Do the right thing

By Andrew Lapping on 17 Mar 2017

Reading time: 3 mins

We are very concerned about the situation surrounding Net1 – both the immediate need to ensure that 17 million beneficiaries receive their payments on time a...

Insights categories - ESG

Clarifying our position on Net1

By Rob Dower on 09 Mar 2017

Reading time: 6 mins

There has been a lot of press coverage on Net1, the parent company of the current social grants payment provider Cash Paymaster Services (CPS), much of which...

Insights categories - Investment insights

Nuanced numbers and valuation pitfalls

By Leonard Krüger on 30 Sep 2016

Reading time: 8 mins

We pick shares for client portfolios following a rigorous, bottom-up, fundamental research process. This involves, among many other considerations, the caref...

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