Articles tagged as "RMI"
To have and to hold?
If the value associated with a holding company is less than the sum of its parts, is it a worthwhile investment? Kamal Govan looks at the drivers of holding...
Buy OUTsurance
In capitalism it is most often the case that competitive advantages do not last. One only needs to think about the ongoing competition between cellphone...
Insurance: better than you think
We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...
