Articles about
SA equities
A conversation about local and global equity market valuations
Leaning into a once-in-a-decade dislocation between price and value.
A combination of domestic assets and global equities will help funds achieve their real return expectations
An attractive new add to our portfolios.
While 2021 was a strong year for investors, we still see opportunities for those who get started this year.
Growth potential at MMH undervalued
“Throughout human history, in any great endeavour requiring the common effort of many nations and men and women everywhere, we have learned – it is only through seriousness of purpose and persistence that we ultimately carry the day. We might liken it to riding a bicycle. You stay upright and move forward so long as you keep up the momentum.” – Ban Ki-moon
A history of consistent alpha generation in local and global markets
Transformation through green initiatives and new demand sources
“The margin of safety is always dependent on the price paid. It will be large at one price, small at some higher price, nonexistent at some still higher price.” – Benjamin Graham, The Intelligent Investor
A chance to add good quality domestic businesses to your portfolio
“Sorrow is better than fear. Fear is a journey, a terrible journey, but sorrow is at least an arrival. When the storm threatens, a man is afraid for his house. But when the house is destroyed, there is something to do.” – Alan Paton, author and activist
A brutal quarter for financial markets
“Trust is undeniably linked to doing what is right. Ethical drivers such as integrity, dependability and purpose drive the trust capital of business.” – 2020 Edelman Trust Barometer
“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese proverb
A gem within the small- and mid-cap space
Significant opportunities may underlie a bleak outlook
“A promise is a cloud; fulfilment is the rain.” – Arab Proverb
“It does not matter how slowly you go, as long as you do not stop.” – Confucius
Reflecting on a tough year
We continue to focus on valuation to find attractive opportunities
What now that the kings are gone?
2017 proved to be a strong year for most asset classes and our portfolios performed well over the period
Explore Investment Insights on the global economy, markets and topics related to our business.
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