
Articles tagged as "Prosus"
Equity Fund: Key markets record new highs
The Allan Gray Equity Fund has returned 22% year to date, ahead of its benchmark by 1%. On a long-term basis, the absolute level of real returns is above wha...
What has gone wrong with Naspers?
For many years, Naspers was the star performer of the South African stock market. The onset of COVID-19 drove the Naspers and Tencent share prices to new...
To have and to hold?
If the value associated with a holding company is less than the sum of its parts, is it a worthwhile investment? Kamal Govan looks at the drivers of holding...
Equity Fund update: Investing amid extreme price moves
The second quarter of 2020 saw further extreme moves in equities. An intraday price move of 20% is a rare event, especially for a large company. In the month...
Prosus marches forward: What should investors be looking out for?
Naspers, the world’s sixth largest internet company by market capitalisation, will list its foreign internet assets separately via Prosus NV, a newly created...