Richemont

Richemont is a JSE-listed business and a leading luxury goods group that owns prestigious Maisons known for excellence in jewellery, watches, and fashion & accessories.

“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.”

You can also read our latest detailed investment view here.