WEBINAR: Weaker Rand pushes SA Champions into the green

JOHANNESBURG — The Biznews SA Champions portfolio comprises of eight companies founded locally but making waves overseas. It's built on the premise that the South African economy is currently badly managed, and the heads of these companies, entrepreneurs at heart, have found other avenues of income. Started in January this year, the portfolio has exposure in all corners of the globe. This month saw the Rand weaken which pushed the returns into positive territory, with gainers Naspers, Glencore and Discovery, dragged back by Brait, and its problem child New Look. It's a fascinating hour long discussion with Alec Hogg, looking at the rationale behind each stock, and why we plan to hold each one forever. Until next month. – Stuart Lowman

The rationale for the Global Champion's Portfolio is simply to back great entrepreneurs who have expanded out of South Africa's shores and have managed to take their learnings from SA into the global arena and are being successful at it. Lots of people obviously, try to do this. Not everybody has been successful but what we've tried to do is we've tried to identify those companies that have moved outside of SA's borders and are primarily driven by entrepreneurs. Our view is that you can't in this age, in this very fast developing age, expect to just go through the motions – as many corporates do. Bureaucracy is in big trouble in the Fourth Industrial Revolution, so we need to have an entrepreneur. We need to have somebody who actually understands, who sees the future, and is able to guide the organisation in that direction.

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