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Market commentary with Feroz Basa
19 July 2010
Feroz Basa, portfolio manager of the Value Equity boutique, chats to Bruce Whitfield about the day’s results on shares including Anglo American, Sasol and Famous Brands. They also discuss the need for job creation following a successful Soccer World Cup event.
Listen to the discussion:
Global Economic Update
23 March 2009
Feroz Basa, Portfolio Manager, Old Mutual Investment Group Value Equity boutique, gives an update on the current global economic environment, the impact on South Africa, particularly the shares the boutique looks at, and an update on the High Yield Opportunity Fund.
Listen to Feroz's overview.
Overview of Value Equity Boutique
21 November 2008
Feroz Basa gives a brief overview of the Value Equity Boutique, its members, funds, and investment philosophy.
Listen to Feroz's overview.
Dividends pay a growing income
5 March 2008
The flip side of the recent market weakness is higher dividend yields. Michael Schroder, fund manager of the Old Mutual High Yield Opportunity Fund, tells us how the market de-rating impacts share price valuations and why this popular Fund is once again open to new investments.
Listen to Michael's interview.