The counter has seemingly defied the highly cyclical nature of its operations and has consistently delivered excellent shareholder returns
Listed asset management companies are often seen as geared proxies to the performance of underlying economies and stock markets.
Times are uncertain because of a lack of precedent, writes Pedro van Gaalen
Flexible funds can go up to 100% in equities; but don’t be surprised if the manager decides that equities are overpriced and reduces this to less than 40%
Dis-Chem ranks as SA’s second-biggest pharmacy chain after Clicks. But it has not had a great start to 2020
Sirius Real Estate remains on most fund managers’ stock-pick lists despite the rand-hedge counter looking rather pricey at first glance
It’s not been easy for Clientèle with increased pressure on its clients’ disposable income, which hampers their ability to pay insurance premiums