Removing the Gold Tinted Glasses
In this webinar, Rob and Simon unpack the current South African investment landscape and explain why they believe the opportunity in SA Inc. remains compelling. They walk through Resco’s investment philosophy, the thinking behind the Value Trend Fund, and
Video Notes
In this webinar, Rob and Simon unpack the current South African investment landscape and explain why they believe the opportunity in SA Inc. remains compelling. They walk through Resco’s investment philosophy, the thinking behind the Value Trend Fund, and how they look for long-term wealth creation through compounding earnings, disciplined portfolio construction, and risk management. The discussion also touches on current market themes including gold, geopolitical noise, US tech, inflation, and the broader macro backdrop.
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