Boardroom Talk: Jannie Mouton’s family trust and Andrew Vintcent agree: Kaap Agri well worth buying

Last week's roadshow for clients of our business partner Standard Bank Webtrader, focused on the attractions of some JSE-listed stock picks made by our favourite fund managers. All those shares are deep value SA industrials which were added to the BizNews portfolio over the past two months.

My interview with Corion's Garreth Montano yesterday exposed another lively candidate for inclusion. Montano provided an update on his firm's Prime Concentrated Equity Fund, which draws on four to six 'best ideas' provided to it by four of SA's top money managers. Among them is Clucas Gray's Andrew Vintcent, a much admired investor.

In the past month, he disclosed, Vintcent added Kaap Agri to his handful of stock picks. Montano added during the interview that the share price of this Paarl-headquartered specialist retailer (which sells mainly to farmers) has been under pressure primarily as a result of its stock being unbundled by PSG ahead of that group's delisting.

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