Displaying: Quarterly Domestic Focused updates

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Quarterly Domestic Focused updates
Quarterly Commentary: Q4 2025
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Melville Douglas Insights
2025: A year that rewarded discipline
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Quarterly Global Focused updates
Quarterly Commentary: Q1 2025
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Quarterly Global Focused updates
Quarterly Commentary: Q2 2025
q3 2025
Quarterly Global Focused updates
Quarterly Commentary: Q3 2025
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Quarterly Global Focused updates
Quarterly Commentary: Q4 2025
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From the Fund Manager
Snap-On Inc
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Quarterly Global Focused updates
Quarterly Commentary: Q1 2022
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Quarterly Global Focused updates
Quarterly Commentary: Q2 2022
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Quarterly Global Focused updates
Quarterly Commentary: Q3 2022
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Quarterly Global Focused updates
Quarterly Commentary: Q4 2022
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Quarterly Global Focused updates
Quarterly Commentary: Q1 2023
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Quarterly Global Focused updates
Quarterly Commentary: Q2 2023
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Quarterly Global Focused updates
Quarterly Commentary: Q3 2023
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Quarterly Global Focused updates
Quarterly Commentary: Q4 2023
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Quarterly Global Focused updates
Quarterly Commentary: Q1 2024
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Melville Douglas Insights
Wonder of Compounding
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Melville Douglas Insights
Globalisation – Cause & Effect
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Melville Douglas Insights
Diversify, not diworsefy
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Melville Douglas Insights
Moat Investing Sustaining an Edge
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Melville Douglas Insights
South African equities hold value – if you know where to look
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Melville Douglas Insights
Investing for income in times of turbulence
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Melville Douglas Insights
Tech, Trump and China: three forces for the year ahead
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Melville Douglas Insights
When to sell
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Melville Douglas Insights
Nvidia vs DeepSeek: AI and the paradox of power
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Melville Douglas Insights
What’s AGOA-ing on?
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Melville Douglas Insights
South Africa in context: Investing in a mighty minnow
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Melville Douglas Insights
Chaos, confidence, and capex
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Melville Douglas Insights
South Africa’s economy: What’s under the hood and up ahead?
Visa and MasterCard
From the Fund Manager
Visa and MasterCard
UnitedHealth
From the Fund Manager
UnitedHealth
nike
From the Fund Manager
Nike
Boston Scientific
From the Fund Manager
Boston Scientific
Linde
From the Fund Manager
Linde
Unilever
From the Fund Manager
Unilever
VISA
From the Fund Manager
VISA
Starbucks
From the Fund Manager
Starbucks
HDFC Bank
From the Fund Manager
HDFC Bank
Microsoft
From the Fund Manager
Microsoft
ICON
From the Fund Manager
ICON
Tencent
From the Fund Manager
Tencent
LVMH
From the Fund Manager
LVMH
Amphenol
From the Fund Manager
Amphenol
Alphabet
From the Fund Manager
Alphabet
Anthem
From the Fund Manager
Anthem
Biodiversity
From the Fund Manager
JPMorgan
Biodiversity
From the Fund Manager
Biodiversity
Brenntag
From the Fund Manager
Brenntag
A.I
From the Fund Manager
Artificial intelligence (AI)
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From the Fund Manager
Thermo Fisher Scientific
fund-managers-desk_tsmc
From the Fund Manager
Taiwan Semiconductor Manufacturing Company (TSMC)
reunert_domestic
From the Fund Manager
Reunert Limited
jvm
From the Fund Manager
S&P Global
healthcare
From the Fund Manager
Healthcare
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From the Fund Manager
Consumer Brands
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From the Fund Manager
Shoprite Group
experian
From the Fund Manager
Experian
anglo_america_bhp_cover_resized
From the Fund Manager
Anglo American & BHP
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From the Fund Manager
The Consumer Shift: Rethinking Brand Loyalty
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From the Fund Manager
Fiserv
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From the Fund Manager
OUTsurance
sa-consumer
From the Fund Manager
State of the South African consumer
md_fund-manager-s-desk_genai-s-godot_global
From the Fund Manager
GenAI's Godot
md_fund-managers-desk_local_sa-infrastructure_v3-cover
From the Fund Manager
SA Infrastructure Not if, but when: A call for readiness
Global Technology
Sector Focus
Global Technology
Mining
Sector Focus
Mining
Health Care
Sector Focus
Health Care
Consumer Staples
Sector Focus
Consumer Staples
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Quarterly Global Focused updates
Quarterly Commentary: Q4 2024
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Quarterly Domestic Focused updates
Quarterly Commentary: Q2 2022
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Quarterly Domestic Focused updates
Quarterly Commentary: Q1 2022
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Quarterly Domestic Focused updates
Quarterly Commentary: Q3 2022
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Quarterly Domestic Focused updates
Quarterly Commentary: Q4 2022
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Quarterly Domestic Focused updates
Quarterly Commentary: Q1 2023
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Quarterly Domestic Focused updates
Quarterly Commentary: Q2 2023
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Quarterly Domestic Focused updates
Quarterly Commentary: Q3 2023
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Quarterly Domestic Focused updates
Quarterly Commentary: Q4 2023
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Quarterly Domestic Focused updates
Quarterly Commentary: Q2 2024
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Quarterly Domestic Focused updates
Quarterly Commentary: Q3 2024
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Quarterly Domestic Focused updates
Quarterly Commentary: Q4 2024