THE WISIAN REPORT2015-06-17T15:06:53+00:00

The Predictable Cost of Financial Statement Shenanigans

The recent release of “Steinheist” on MultiChoice Group’s streaming service platform, Showmax, details arguably the costliest corporate scandal in South Africa's history, namely, Steinhoff. We want to share with you what we learnt from previous corporate scandals that helped us avoid not only Steinhoff but others (e.g., Tongaat). At First Avenue Investment Management, [...]

Impacting Investing – The next revolution?

At the core of the idea of impact, should be the desire to bring about beneficial change to society. As an example, the widespread investment into the technology revolution of the early 2000s yielded tangible and quantifiable improvements to the quality of life in the 21st century. Since then, investors have slowly [...]

The Role of Government

Despite the benefit of over two centuries of history to look back on when formulating economic policy, successive administrations of the new South Africa have eschewed human ingenuity in favour of state intervention.  Today, the State looms so large over the economy that there is little room left for the individual to demonstrate [...]

The US economy is speeding ahead

First Avenue's CIO, Hlelo Giyose, recently spoke to Ryk Neethling of Moneyweb on the state of the global economy and positioning of our fund for a more uncertain world.  Click here for to listen to the interview.

Tencent: Game Over or Level Up?

The past year has been a tumultuous one for Tencent due to extreme regulatory uncertainty within their video game business which drove weaker than expected Q2 results. Naspers, the largest stock on the JSE, was directly exposed to these developments by virtue of its 31% ownership of Tencent. In the latest issue of [...]

702 Stock Pick Monday – Nadim Mohamed

The Money Show's Bruce Whitfield interviewed Nadim Mohamed, Investment Analyst at First Avenue Investment Management on 23 July, 2018.  Mohamed spoke about 3 companies: Dis-chem, Richemont and Microsoft.  To listen to the full interview, click here.

First Avenue Institute Girls Winter Camp 2018

In July, 2018, the First Avenue Institute again hosted 20 girls for a 1 week Tech camp focused on increasing their awareness of STEM (Science, Technology, Engineering and Mathematics) fields. This being our fourth year of hosting the camp, we decided to expand the programme and recruit candidates from underprivileged schools in the [...]

Go to Top