Victoria Gorman

With big tech comes large responsibility

Dwayne Dippenaar is a Portfolio Manager at Laurium Capital, the managers of the Nedgroup Investments SA Equity Fund. The SA Equity Fund focuses exclusively on investing in South African markets and has no offshore exposure. Dwayne discusses the Fund’s Q2...
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There is still value in value shares

By Brian Thomas, Co-Portfolio Manager at Laurium Capital It’s no secret that, until recently, value investing has struggled against its growth opponent. Evidence of the one-sided contest is glaringly apparent across all measures of relative performance. In turn, that’s created...
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A new dawn for South African markets

By Dwayne Dippenaar Portfolio Manager, Laurium Capital As the old proverb goes, ‘The darkest hour is just before the dawn’, and the new year certainly brought with it what felt like a new dawn for South African markets. The FTSE-JSE...
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