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Articles tagged as "shares"

Solving the diversification dilemma

By Matthew Spencer on 28 Jun 2022

"Don’t put all your eggs in one basket" is a phrase familiar to many of us, and when it comes to investing and minimising risk, it is quite a sensible...

Local investment update: Always pay the right price

By Duncan Artus and Jacques Plaut on 03 Jun 2022

Jacques Plaut and Duncan Artus discuss the positioning of our equity and multi-asset funds given the pre-existing trends exacerbated by the war in Ukraine....

It’s the price you pay that matters

By Rory Kutisker-Jacobson on 21 Oct 2021

As investors we shouldn’t pretend we operate in a vacuum that is nicely insulated from the prevailing macroeconomic and political trends. However, it is...

Markets change quickly, investments shouldn’t

By John Christy on 03 Sep 2021

We often say that we play the hand we are dealt by the market. We can control our research efforts and our decisions, but we certainly can’t control the...

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...

Equity Fund: Fishing in muddy waters

By Rory Kutisker-Jacobson on 16 Apr 2021

In his 1986 letter to shareholders, Warren Buffett famously spoke of being fearful when others are greedy, and greedy when others are fearful.

COVID-19: Portfolio, economic and investment update

By Duncan Artus on 01 Jun 2020

During February and March, we were active in both the local equity and fixed income markets. This activity reduced during April and May, as we believed the...

The money bubble

By Claire Gallagher on 12 Feb 2020

There’s something magical about bubbles. Formed of water, soap and a breath of air they seem incredible. In financial markets, bubbles are a lot less revered...

Beware of recency bias when making investment decisions

By Beatri Faul on 29 Jan 2020

Over the past year, we have seen local investments streaming towards bonds and cash – the top-performing asset classes for most of 2019. Are investors chasin...

Is it 2002 all over again? Not quite

By Duncan Artus on 29 Jul 2019

Domestically focused shares that are exposed to the local economy have underperformed the overall market. Duncan Artus investigates whether the current...

An opportunity in television?

By Jacques Plaut on 29 Apr 2019

The Top 40 got a new member this quarter when MultiChoice was unbundled from Naspers. MultiChoice owns the dominant pay-TV business in South Africa, DStv, wi...

How Allan Gray values a stock

By Andrew Lapping on 18 Jul 2018

Allan Gray is a strong proponent of value investing, the mantra famously championed by Warren Buffet. Put simply, value investing is the concept of buying...

Global jitters: Avoid safe havens, opportunity in overlooked sectors

By Dan Brocklebank on 15 Sep 2017

The uncertain global political and economic backdrop created by unexpected recent shocks has spooked investors. However fear, particularly when spurred by...

Nuanced numbers and valuation pitfalls

By Leonard Krüger on 30 Sep 2016

We pick shares for client portfolios following a rigorous, bottom-up, fundamental research process. This involves, among many other considerations, the caref...

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