Aspen

Aspen is a JSE-listed business and a global specialty and branded pharmaceutical company, active across the value chain and supplying high-quality, affordable medicines in both emerging and developed markets.

“Our basket of JSE-listed shares has sizeable exposure to many of the global stocks listed locally as well as to winning domestic businesses. The global shares are expected to deliver strong earnings for a variety of reasons (growing franchises, cyclical recovery, etc.) and trade with attractive upside. Holdings include Naspers, Quilter, Richemont, Bidcorp, and Aspen, amongst others.”