PA360 2019 revisited
Thesis to move under Sanlam brand
Factor in volatility
Thesis Research and Consultancy Service (TRACS)
Lack of innovation for solutions
'Equities are not the enemy'
Risks and strategies
Set to continue acquisitions in 2018
0.75% management fee
Our video series continues
Lexus, Land Rover or Lamborghini?
To enlighten strategic discussions
Lack of price discrimination
Plans further DFM purchases
Due diligence works both ways
Mitigating cognitive and emotional biases
Reduction in OCF
Next branch event to be held on 16 November
No buyer wants a cumbersome business
Lack of confidence in the asset class
Due diligence on DFMs 'impossible'
Lawrence Cook explains his logic