Electus Quarterly Strategy Note Q1 2018

This Q1 2018 Strategy Note has been written by Electus' Richard Hasson, where Richard answers the question "Is Capitec the next African Bank?" In this Strategy Note we revisit a note sent to stakeholders in 2014 stating the 10 key reasons/concerns we had for not owning African Bank shares in our client portfolios, and analyse whether these reasons still hold for us not owning Capitec shares in our client portfolios.

The note concludes with a detailed Electus Fund Management Overview for Q1 2018.

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