Rob Formby

2020 Q2 Comments from the Chief Operating Officer

When I wrote my comments in mid-April, we were just about one month into lockdown. We have now passed 100 days, with the health and economic crises...

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2020 Q2

Insights categories - Investment insights

The framing fallacy

By Rory Kutisker-Jacobson on 01 Jul 2020

Reading time: 12 mins

We humans are fallible creatures who suffer from several cognitive biases. Using the COVID-19 pandemic as an example, Rory Kutisker-Jacobson highlights how...

Insights category - companies

Dialling in to the mobile network operators

By Varshan Maharaj on 01 Jul 2020

Reading time: 7 mins

MTN has underperformed the FTSE/JSE All Share Index (ALSI) significantly over the last five years. It has been one of our largest underweights compared to ou...

Insights categories - Local investing

Do South African banks offer value in a COVID-19 battered world?

By Tim Acker on 09 Jun 2020

Reading time: 6 mins

As South African banks re-evaluate their models to deal with the potential implications of the coronavirus pandemic and take proactive steps to minimise the...

Insights categories - Offshore investing

Orbis: Tech opportunities rise in the East

By John Christy and Stanley Lu on 03 Jul 2020

Reading time: 13 mins

Technology stocks have performed remarkably well in recent years and particularly amid the COVID-19 pandemic. John Christy and Stanley Lu, from our offshore...

Insights categories - Personal investing

Do you have an emergency fund?

By Noluyolo Betela on 01 Jul 2020

Reading time: 10 mins

By proactively building emergency reserves, you will be able to respond to life’s crises without compromising your financial standing, or taking on expensive...

Insights categories - Corporate citizenship

Philanthropy response to COVID-19

By Anthony Farr on 01 Jul 2020

Reading time: 6 mins

The COVID-19 crisis has resulted in an urgent and massive need for humanitarian and economic support for communities and enterprises, and the philanthropic...

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