LONDON — The Biznews SA Champions portfolio, which was launched in January this year, has a very specific mandate. We believe in South Africa’s people. And its entrepreneurs. But we are also deeply sceptical of Zumanomics and its impact on South Africa’s economy – and, over time, the Rand. So our approach with the SA Champions portfolio is to buy into JSE-listed companies which are investing heavily in the global arena. It is a long-term bet on great South African entrepreneurs – and against the mismanaged economy’s “share price”. We have eight carefully selected stocks in the portfolio. In the eight months since the launch, three have been firecrackers; one an awful disappointment; and the other four have marked time. For now anyway. Here’s the September update. - Alec Hogg
https://youtu.be/gVQzYYV4gj8
Welcome to this month’s edition of the BizNews Champions Portfolio webinar. I’m in London and Alec Hogg is my name and, of course as always, in Johannesburg is my colleague, our m...