For investment professionals only. By continuing to use this site, you agree to our T&Cs, Privacy Policy, and Cookies. We have invited leading wealth managers and investment companies to produce and sponsor videos for this website. This is not independent content.
Gavin Wood, Chief Investment Officer, Camissa Asset Management discusses the launch of the new SA Equity Fund, reasons behind additional exposure to telecoms as well as MTN and how recent events in China are affecting the company's holding choices.