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Articles tagged as "FirstRand"

Peeling back the layers in Remgro and Reinet

By Jonty Fish and Malwande Nkonyane on 30 Oct 2025

Reading time: 4 mins

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...

Seeing the potential in Standard Bank

By Ghiete van Zyl on 01 Feb 2024

Reading time: 10 mins

On various metrics, the valuations of South African banks have not recovered to pre- COVID-19 levels , suggesting there is value to be found . O f the Big 4 ...

Broadened horizons, local learnings

By Nick Ndiritu and Leonard Krüger on 22 Oct 2019

Reading time: 7 mins

Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...

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