Money-centre Bank with Lending Optionality
BANCO BAI (BAI) is the largest Angolan bank by assets. It is a money-centre, institutional-focused bank, with high investment and...
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Adam Strydom
Oct 171 min read
Turnaround from Old Mutual Insure
ALG Newsletter - Turnaround from Old Mutual Insure . Old Mutual South Africa 's earnings growth in 1H24 was bolstered by a strong...
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Adam Strydom
Oct 171 min read
Healthy Realisations in H124
Partners Group Private Equity, a portfolio of investments in private companies, received a strong €103.7m in realisation proceeds in...
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Adam Strydom
Oct 171 min read
Business as Usual Despite Political Turmoil
Georgia Capital ’s (GCAP’s), which focuses on capital-light, larger scale investment opportunities in Georgia, net asset value (NAV) per...
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Adam Strydom
Oct 171 min read
Three Become Two - Low-risk Strategy Maintained
Murray International Trust PLC ’s (MYI’s) managers Marty Connaghan and Samantha Fitzpatrick (the previous third manager Bruce Stout...
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Adam Strydom
Sep 301 min read
Executing its Updated Strategy
ProCredit Holding (PCB) recorded strong sequential loan book growth of 3.8% in Q224 (and 6.9% in H124), a run-rate ahead of management’s...
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Adam Strydom
Sep 271 min read
Outsurance's Topline Growth
ALG Newsletter - OUTsurance's topline growth. A hard underwriting cycle and investment in growth initiatives has driven strong topline...
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Adam Strydom
Sep 271 min read
Sanlam's Post-Capitec Strategy
ALG Newsletter - Sanlam's post-Capitec strategy. Sanlam is facing a reduction in new business volumes and new business profitability...
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Adam Strydom
Aug 151 min read
Santam Trading Flags Hard Cycle
ALG Newsletter - Santam trading flags hard cycle. Santam Insurance 's trading statement points to healthy growth and supports our view...
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Adam Strydom
Aug 151 min read
High-quality Fund in Underappreciated Region
BLACKROCK GREATER EUROPE INVESTMENT TRUST PLC ’s (BRGE’s) co-managers Stefan Gries and Alexandra Dangoor remain positive on the...
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Adam Strydom
Aug 81 min read
Capitec's Strong IFRS 17 Results
ALG Newsletter - Capitec's strong IFRS 17 results. This week we look at Capitec's insurance business using the lens of Austin Lawrence...
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Adam Strydom
Aug 81 min read
Preliminary H124 NAV Total Return of 5.6%
HgT has published its preliminary unaudited H124 trading update, reporting a 5.6% NAV total return (TR) in H124 (of which 3.0% was in...
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