The big opportunity in small stocks – Money Marketing

We believe that the South African market is particularly materially mispricing smaller companies at the moment and we identify some of the potential reasons for this below. If we are correct, this presents the clients of skilled, contrarian, medium-sized asset managers with an unusually attractive (perhaps temporary) opportunity for very high, market-beating returns from here on. By Gavin Wood, CIO, Kagiso Asset Management
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