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2019 Q1
An opportunity in television?
The Top 40 got a new member this quarter when MultiChoice was unbundled from Naspers. MultiChoice owns the dominant pay-TV business in South Africa, DStv, wi...
Orbis: Hunting for value
Buying cheap stocks and selling them for a profit sounds like a reasonable way to make money. But there’s a bit more to it when it comes to the way we invest...
Stable Fund: Are we meeting our objectives?
The investment environment over the last few years has been particularly challenging, causing the Stable Fund’s return to be more volatile than it has been...
Diminished mental capacity: What happens to a person's investments?
Investors are generally unaware of the consequences of impaired mental capacity, resulting from neurocognitive disorders such as Alzheimer’s disease, when it...
Have you chosen the right unit trust?
It’s a good idea to review your investments about once a year to make sure that things are on track. But what if they aren’t? How can you tell if “this, too,...
Finding value in frontier African markets
Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing...