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2024 Q3
Companies
Putting heads in beds: Checking in on the hospitality sector
It has been said that travel is the only thing that one buys that makes you richer. Consumers seem to agree with this sentiment, evidenced by an increasing...
Companies
Consumer staples: Should they be portfolio staples?
Everyone is familiar with consumer staples – e.g. groceries, beverages, home and personal care items – and many have a strong affinity for the underlying...
Offshore investing
Trustless, rustless, shiny and tiny: The investment case for gold
Gold-related securities are among the top holdings of our offshore partner Orbis' multi-asset strategies.
2024 Q3 Comments from the Chief Operating Officer
As I write this, we are around 140 days into the government of national unity (GNU), we have had an extended period of no loadshedding, and a 25-basis-point...