SA equities: Many opportunities amid depressed valuations
M and G Investments
Q4 of 2023 | 9 months ago
Against the backdrop of being bombarded with negative news headlines on the local front, South African investors may be discouraged about finding promising investment opportunities in local equity. In an attempt to avoid potential losses, they may look to invest more offshore. However, we believe there is safety in cheap local equity valuations and that, if careful research is applied, there are many SA stocks that can offer the investor strong potential returns, over and above the risk involved. In this article we look at the risk that is being priced into equity markets currently and which factors we consider most important in stock selection, helping us choose among the many opportunities for the M&G Equity and M&G Dividend Maximiser Funds that have been created by the current conditions.
In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
10X Investments acquired CoreShares in 2022.
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
SA equities: Many opportunities amid depressed valuations
M and G Investments
Q4 of 2023 | 9 months ago
Against the backdrop of being bombarded with negative news headlines on the local front, South African investors may be discouraged about finding promising investment opportunities in local equity. In an attempt to avoid potential losses, they may look to invest more offshore. However, we believe there is safety in cheap local equity valuations and that, if careful research is applied, there are many SA stocks that can offer the investor strong potential returns, over and above the risk involved. In this article we look at the risk that is being priced into equity markets currently and which factors we consider most important in stock selection, helping us choose among the many opportunities for the M&G Equity and M&G Dividend Maximiser Funds that have been created by the current conditions.
