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| Where I Am? | Viewer ==> Poor capital allocation and the green economy unseat the PGMs | |||||||||||||
Coronation Management Company |
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| Coronation Management Company | Q2 of 2024 | 2 years ago |
At the bottom of the platinum group metal (PGM) cycle in 2018 we held overweight positions across our client portfolios in both the direct equities as well as through Anglo American and its PGM subsidiary, Amplats. Strong demand growth finally whittled away the surplus above ground inventories, which increased prices by more than 400% in the following years. This appreciation was even more pronounced in the individual equities, with Impala Platinum’s trough-to-peak up 18 times.
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UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s. |
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| Disclaimer |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |