Hannes van den Berg | Recapping SA results season

“The best alpha opportunities are to be found where expected future profits are being revised upwards and the stock is trading at reasonable valuations.” Hannes van den Berg unpacks how the Ninety One Equity Fund has applied this approach and philosophy in analysing recent company results and trading updates.

Sep 7, 2021

14 minutes

“The best alpha opportunities are to be found where expected future profits are being revised upwards and the stock is trading at reasonable valuations.” Hannes van den Berg unpacks how the Ninety One Equity Fund has applied this approach and philosophy in analysing recent company results and trading updates.

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