Bank on it: diversification is key – The Times
As a spike in credit impairments by battered South African consumers hurts banks, their corporate & investment units and Africa operations are having to save the day. Article by Dineo Faku with comment from Meyrick Barker – investment analyst for Camissa Asset Management.
Boutiques Connect: Camissa Asset Management – AssetTV
In this Boutiques Connect update by AssetTV, Gavin Wood – chief investment officer for Camissa Asset Management – discusses asset allocation, Camissa’s contrarian approach and the importance of building an efficient team.
OPINION: The investment case for the owner of Iwisa, Blue Ribbon and Snowflake – News24
Premier Foods, one of South Africa’s oldest food and consumer packaged goods businesses, started as a small bakery in 1824 and has grown to be a leading branded and private label food manufacturer operating in South Africa, Eswatini, Mozambique, Lesotho and the UK – writes Nicholas Brown – associate analyst for Camissa Asset Management.
OPINION: The Foschini Group faces challenges – but it looks cheap – News24
The Foschini Group has an ambitious strategy and, in a tough environment, success is not particularly evident as yet. But the company’s shares seem to be undervalued, writes Mohamed Mitha – investment analyst for Camissa Asset Management.
Thinking and being more unconventional pays huge dividends – Citywire
Gavin Wood believes that in investment management it pays to pursue inaccessible areas that are difficult to master. Article by Patrick Cairns with comment from Gavin Wood – chief investment officer for Camissa Asset Management.
Camissa launches new balanced fund focused on SA assets – Citywire
Camissa Asset Management on Tuesday launched a new fund, the Camissa SA Balanced fund, which is a building block fund aimed at investors looking for a locally balanced portfolio. Article by Justin Brown with comment from Gavin Wood – chief investment officer for Camissa Asset Management.
