Opposition against Trump reforms creates uncertainty – but is it all doom and gloom?
5 April 2017
Since Donald Trump’s unexpected election as US president in November 2016, US equity markets have been betting on the Trump reflation trade. The thesis was
Sparebanken NN – proof of why you need small caps in a portfolio
5 April 2017
The shares that have generated the highest returns since the launch of the Sanlam Global Financial Fund in 1999 were all smaller companies. In fact,
Combined Motor Holdings – an undervalued business with star qualities
5 April 2017
One of the most rewarding aspects of our job is finding a great investment opportunity. Combined Motor Holdings (CMH) is one such gem that remains
