Blog Articles

15 Jan: Mr Price

Mr Price is top of mind for South Africans when it comes to retail, with the company’s ubiquitous stores known for affordable apparel, home, and sporting goods.

12 Jan: Afrimat

We have been long term holders in Afrimat and have observed the business as management has navigated several different cycles and repositioned the business to continually capitalise on growth opportunities.

09 Jan: Economic Food for thought

In December of last year, Janet Yellen, the current Secretary of the Treasury, and former Chair of the Federal Reserve, claimed in a CNN interview that the US had achieved a soft landing—a scenario many economists thought unlikely.

08 Jan: ESG Apparel

Let’s dive into the latest verifiable figures. Some sources estimate that as of 2024, the apparel industry is worth a staggering USD$1.53 trillion (c.28.98 trillion).

03 Jan: Astral

2023 marked the toughest year for the poultry industry on record. Multiple calamities struck, with the worst being the unprecedented level of loadshedding.

20 Oct: Thungela

Thungela is mainly a coal exporting business whose profits largely depend on performance of rail and international coal prices. Thungela is in a robust financial position to support shareholder returns while also mitigating the risks associated with coal price fluctuations.

19 Oct: Hudaco

When considering investment opportunities on the JSE, Hudaco might be easily overlooked at first. It may appear to be a modest engineering company, and given South Africa’s ongoing deindustrialisation, one might be inclined to dismiss this sector. However, that would be a misjudgement.

16 Oct: Grindrod

Founded in 1910 by the British couple Mr. and Mrs. Grindrod, this company has over a century of expertise in rail tracks, ports, and terminals. Grindrod offers a comprehensive range of cost-effective integrated solutions for commodities cargo flow, diverse freight solutions for the maritime, offshore, oil, and gas sectors, and ship agency services to customers across 41 countries spanning five continents.

12 Oct: AdvTECH

ADvTECH stands as one of the foremost private education providers in Africa, and it exerts a significant influence on the African
recruitment landscape. The company’s multifaceted business model positions it favourably to capitalize on the burgeoning African education and recruitment sectors.