Afrimat buys Lafarge – a wise move? Izak van Niekerk, Portfolio Manager at Mergence Investment Managers, comments in Business Report that Afrimat is paying a very good (and hence low risk) price and are likely doing a good long-term transaction at a time of peak pessimism.
Global factor performance and the Mergence Global Quant Equity Portfolio
Factor investing is the practice of investing based on exposure to a range of quantitative factors that have been shown