Displaying: From the Fund Manager

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From the Fund Manager
A fresh perspective on moats and disruption
lady in library on laptop
From the Fund Manager
South Africa’s Private Education Sector
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From the Fund Manager
Alphabet: a quality compounder for a world in flux
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From the Fund Manager
Snap-On Inc
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)
tmo-hero-image
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
md_global-fund-manager-s-desk_consumer-brands_final
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
rethinking_loyalty_cover
From the Fund Manager
The Consumer Shift: Rethinking Brand Loyalty
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From the Fund Manager
Fiserv
outsurance_cover_small
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