The portfolio invests in listed equity and property securities that are trading at a discount to intrinsic value. We determine the intrinsic value by following a bottom-up valuation-based approach, focusing on sustainable earnings, valuation, management, moat and business margin.
FTSE/JSE Shareholder Weighted Index (SWIX)
JSE All Share Index
To avoid capital loss
Namibian, South African and Global listed equity securities and listed property
Active, bottom up valuation based investing