Tiger Brands CEO Departure

First Avenue’s CIO and portfolio manager, Hlelo Giyose recently commented on the stepping down of Peter Matlare as CEO of Tiger Brands.  Listen to the interview with Bruce Whitfield on Cape Talk and 702 by clicking here.

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Disruption in the Print Media Industry

At First Avenue, we focus extensively on the ability of a company to build, and invest in, a sustainable economic moat that drives value creation. However, disruptive business models are often the ‘curveball’ that can destroy existing value. We therefore pay close attention to these forces in our investment analysis. It is particularly fascinating to […]

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