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
Fund managers open up about the 'landmines' of 2018 - Moneyweb
In an environment where stock market returns have been disappointing, avoiding companies that have suffered a significant share price decline has been even more important than usual. Ingé Lamprecht comments.
Investors have reason to be positive in the long term - Business Live
At the Investment Forums, Gavin Wood, chief investment officer at Kagiso Asset Management, said Kagiso is finding exciting value in mid-cap shares with a market capitalisation of less than R15bn. Laura du Preez comments.