Articles tagged as "Companies"
Peeling back the layers in Remgro and Reinet
Remgro and Reinet are great examples of holding companies in our clients’ portfolios that trade at substantial discounts to the sum of their parts, for...
How Booking.com changed the way we travel
Booking.com is a best-in-class share that has been a prominent feature in our top 10 client holdings for the last few years. It has both taken market share a...
Why Vietnam continues to offer long-term value
Despite losing some of its “darling” status among frontier equity market investors in recent years, Vietnam still provides valuation-oriented investors with...
From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...
Diamonds in the rough: A look at luxury
The luxury industry is broad – it encompasses everything from fine food and beverages to cars, aeroplanes, boats and fine art. Ultimately, luxury is down to...
How to spot investment red flags
South Africa has been rocked by a series of corporate scandals in recent years that have sent the share prices of former blue-chip companies like Steinhoff a...
How are companies governed?
When you invest in equities – either directly or through a unit trust – you become the part-owner of the business. Nadia van der Merwe explains the role of a...
