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Articles tagged as "Portfolio construction"

Our take on the “shrinking” JSE

By Nadia van der Merwe and Stephan Bernard on 26 Jul 2021

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

By Stephan Bernard on 08 Apr 2019

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...

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