Market Insights
Market Insights
Monthly Report | June ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
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Equity
Equity
Research Insights | The Opportunity in Market Dislocation
The efficient market hypothesis posits a world of perfectly informed, rational investors. In this world, stock prices should fully reflect all available information, making it difficult to identify undervalued opportunities.
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Market Insights
Market Insights
Monthly Report | May ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
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Market Insights
Market Insights
Quarterly Report | Q1 ’24
Economic data from South Africa has been weak for the first month of the year.
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Market Insights
Market Insights
Monthly Report | March ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
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Operational Real Estate
Operational Real Estate
Borrowdale Gates Hotel, Grange-in-Borowdale
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Values-driven investing
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