administrator's blog

BUSINESS DAY TV: According to Dr Adrian Saville, chief investment officer at Cannon Asset Managers, on average, it takes less than a year for the entire shareholding of the JSE to change ownership once.

"The moment it is out of the furnace, you can feel your hand drawn toward it. This is the allure of gold: the most sought after commodity in the world..."

The 1 July 2013 issue of Forbes Africa gets Adrian's point of view in their page 54 investment guide: Is The Golden Bubble About To Burst?

Family-Owned and Influenced or Management-Owned Businesses (so called FOMO business) represent the majority of economic activity in most industrialised countries.

The article below by Chanel Pringle was published in Engineering News in late January.

Recent economic events have resulted in a fresh wave of anxiety amongst investors in international markets.

After the SuperDogs interview that I posted recently, Rob Baker, an investment consultant in Cape Town, wrote up a short piece on one of the companies I spoke about in the interview, Conduit Capital Limited (Conduit or CND).  The analysis Rob wrote up is repeated below with his permission.

Since 1996, Cannon Asset Manager's investment team has conducted the SuperDogs' study which embodies the core principles of deep value investing.

In his Business Day column reproduced below, Michel Pireu reports on a recent discussion we had around some of the opportunities for investors in South African companies. In the article Michel focuses on Metair Investments Ltd, which subsequent to our discussion has allocated a substantial part of its cash to acquire the Romanian battery business, Rombat, for around R500 million.

4 Stocking fillers from Adrian Saville

Adrian Saville, CIO of Cannon Asset Managers, suggests shares to buy with your December bonus