Sabvest: Unique Opportunity

What makes for a good investment? Simple: (1) Quality underlying, (2) Growth / yield / return, & (3) Underpaying for all this. What makes a good investment fit into a diversified portfolio? Simple: (4) Being as little correlated to existing investments … Continue reading

Small Caps With Foreign Exposure

There is a misconception that the small (and mid) caps on the JSE are purely domestic. While historically relatively true, many small caps have steadily pushed outside of South Africa in the last decade or three. Let’s pause and consider the … Continue reading