Boardroom Talk: Investors giving due attention to performance, rewarding 36ONE, Aylett and Fairtree

Alec Hogg writes on the monthly Corion Report - providing a more accurate look at what is happening, beyond just the headlines.
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By Alec Hogg

It was a bumpy March for investment markets, especially on the JSE, where share prices followed the rest of the world lower – but did not participate in the late bounce. However, Corion's David Bacher reckons that divergence opens up a buying opportunity for active investors, and his house has gone overweight SA stocks to take advantage. In this monthly recap, Bacher also shares which money managers are hot (and not) by performance and flow of funds. He spoke to Alec Hogg of BizNews. To sign up for the monthly Corion Report: http://bit.ly/3KwvISX

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