WEBINAR: Biznews SA Champions – Naspers, Glencore lead the way

LONDON — The Biznews SA Champions portfolio, which was launched in January this year, has a very specific mandate. We believe in South Africa's people. And its entrepreneurs. But we are also deeply sceptical of Zumanomics and its impact on South Africa's economy – and, over time, the Rand. So our approach with the SA Champions portfolio is to buy into JSE-listed companies which are investing heavily in the global arena. It is a long-term bet on great South African entrepreneurs – and against the mismanaged economy's "share price". We have eight carefully selected stocks in the portfolio. Here's the October update. – Alec Hogg

It's really a pleasure and a privilege to be with you again this month. It has been an interesting time for the portfolio and as you'll see in a while the performance is now starting to improve quite nicely. By the way you did see in the picture that I have the microphone that's after a request that the audio was not quite as good as should have been last time round so, we've made a few technical changes and now we have the mike ready for you.

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