Hearing a Saffer teach global investors about Chinese stocks

By Alec Hogg

Spent yesterday in the front row at the annual London Value Investor conference. This style of investing has underperformed for over a decade. Still, over 450 people came along.

Picked up a pile of fresh ideas that will be fed through to the Biznews community during the next few months. But the best idea of all came from a fellow Saffer, Dawid Krige, who has built a huge reputation among his peers.

Krige, who focuses on China has outperformed 99% of his peers since launching his fund seven years ago. During his keynote he shared two stocks he loves – Kweichow Moutai (liquor) and Dong EE Jiao (traditional medicine) that are listed in China. And tells me it's relatively easy to buy into the shares.

Who would have thought? A South African teaching global value investors in London about investing in China. How small the world is becoming. Not just for investors.