Rob Formby

2019 Q1 Comments from the Chief Operating Officer

The first quarter of 2019 was characterised by a lot of “noise”: political noise as parties gear up for the general elections, noise generated by our...

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2019 Q1

Insights categories - Markets and economy

Finding value in frontier African markets

By Nick Ndiritu on 29 Apr 2019

Reading time: 12 mins

Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...

Insights category - companies

An opportunity in television?

By Jacques Plaut on 29 Apr 2019

Reading time: 8 mins

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...

Insights categories - Offshore investing

Orbis: Hunting for value

By Alec Cutler on 29 Apr 2019

Reading time: 10 mins

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...

Insights categories - Local investing

Stable Fund: Are we meeting our objectives?

By Stephan Bernard and Radhesen Naidoo on 29 Apr 2019

Reading time: 11 mins

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...

Insights categories - Personal investing

Diminished mental capacity: What happens to a person's investments?

By Jaya Leibowitz on 29 Apr 2019

Reading time: 7 mins

Investors are generally unaware of the consequences of impaired mental capacity, resulting from neurocognitive disorders such as Alzheimer’s disease, when it...

Insights categories - Personal investing

Have you chosen the right unit trust?

By Lettie Mzwinila on 29 Apr 2019

Reading time: 8 mins

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,...

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