CONTENTS
6
Gems in the small caps universe
10
Quality franchise at a discount
15
Trematon’s new exploits
18
Company reviews
27
What's up on the markets
32
PW1: SA's top worldwide flexible funds
35
PW2: What top large cap managers have been buying and selling
38
What the fund managers say
41
So you think Sasol is cheap
44
Don't give up on equities just because interest rates are rising
47
Foreign Investing – The Direct or Indirect Route?
50
Building a business one brick at a time
53
Crowd funding: Ubuntu finance in South Africa
56
Where ambition meets opportunity
59
Panic!
INVESTMENT
38
50
FEATURES
59
OPINION