Two SA managers with opposite views on China. Who is right? – Citywire
Camissa Asset Management and PSG Asset Management have starkly opposed views on investing in China. Camissa is bullish about the country’s prospects while PSG is avoiding it. Article by Justin Brown with comment from Gavin Wood – CIO at Camissa Asset Management.
There is too much closet passive charging high fees – Citywire
Camissa Asset Management CIO Gavin Wood believes that there are too many active managers in South Africa and, in particular, too many offering closet index trackers. ‘Unfortunately, in the asset management industry, there are too many closet passive or benchmark huggers charging high fees,’ Wood said during an interview with Citywire South Africa. Article by […]
