Spotting Value: Lessons from SA and US Markets

Update: 2024-12-11

Description

Portfolio Manager, Jacques de Kock, chats to John Biccard, Portfolio Manager of the Ninety One Value Fund. They explore the intersection of politics, investment strategies, and market dynamics. John unpacks the fund's bottom-up approach, highlighting key decisions that capitalized on undervalued South African shares. He also shares perspectives on global commodities, U.S. market valuations, and emerging opportunities in logistics and infrastructure.

Comments

In Channel

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Spotting Value: Lessons from SA and US Markets

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Spotting Value: Lessons from SA and US Markets

MitonOptimal

Spotting Value: Lessons from SA and US Markets