Finding GEMs in an uncertain world

Sanlam's Kooyman says independent thinking can help investors take advantage of pockets of value.

Our investment style is based on high conviction plays with a bottom-up style and no cognisance of the benchmark index. Independent investment thinking and a penchant for visiting places and companies seldom seen by the investment world, enable nimble decision making. This approach also aids the ability to take advantage of pockets of value created by volatile markets and the tendency of the investment world as a whole to fixate on index constituents and relative return comparisons within markets and sectors. Dare to be different The investment approach starts with the belief markets a...