India: in slow ‘Modi’?
Indian weddings are known for being extravagant, with families saving for years in order to spare no expense for the perfect day. In fact, the
Italtile has strong fundamentals at an attractive price
To improve our chance of investment success for clients, we have a developed a detailed but practical checklist that is informed by our long-term value
Oracle Corporation – why we believe its valuation is attractive
Since its establishment in the 1970s, Oracle Corporation has been a leader in database software. However, the introduction of cloud-computing software or software-as-a-service (SaaS) a
Star – the new jewel in Steinhoff’s crown
Pepkor is back on the JSE as Steinhoff Africa Retail (Star). In this article, we explain the history of prolific corporate actions that led to
Sparebanken NN – proof of why you need small caps in a portfolio
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
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
