Marc Hasenfuss Investors Monthly editor, writer & columnist

PSG Group recently openly acknowledged that its portfolio weighting towards listed investments was problematic, saying that investors could simply mimic, or rather customise, a "PSG portfolio".

The unbundling of the bulk of its stake in Capitec Bank was a first step in restructuring the group, but I have to wonder whether PSG already regrets the move, with the Capitec share price looking rather sprightly of late...

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