PSG Financial Services

“Domestically, we remain focused on owning businesses with the resilience and competitive edge to thrive despite anaemic economic growth. These winning businesses compound their advantages over time - reinvesting consistently in their franchises, delivering superior value to customers, and taking share from weaker competitors. Combined with good capital allocation, this drives long-term returns. Our basket here remains unchanged with Advtech, PSG Financial Services, Capitec, Dis-Chem, Shoprite, and WeBuyCars. There are a few other contenders in the portfolio which we hope to elevate to winning status in time.”