Kaya 959 Allan Gray Kaya Biz

Beyond Strong Returns: Why The Source Matters

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When a share market performs exceptionally well, it can be tempting to focus only on the result. But that doesn’t explain what has driven performance or if similar results can be replicated. We’re joined by Kamal Govan, a portfolio manager at Allan Gray, to break down what has driven these two markets, how popular narratives can influence investor behaviour and why the source of returns matters.
10 Nov English South Africa Investing · Investing

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