Articles tagged as "portfolio construction"
Needles in a haystack: Finding the compounders that drive long-term equity returns
While a small number of businesses generate a disproportionate share of long-term equity market returns, identifying them is far more difficult than it appea...
Our take on the “shrinking” JSE
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...
Our approach to portfolio construction
Our investment approach is simple: We do careful research to identify good value businesses, buy shares when they trade below our assessment of fair value an...
