SA’s own Buf­fetts

Finweek English Edition - - INSIDE -

South Africans are al­ways look­ing for their own ver­sion of War­ren Buffett; many sug­gest that Jan­nie Mou­ton of PSG is it. Maybe in terms of in­vest­ment re­turns he is, but in terms of writ­ing to their share­hold­ers we have a few other bet­ter-suited can­di­dates. I’ ll men­tion just two that springs to mind: Ste­fan Joselowitz, of Mix Telem­at­ics, and Piet Viljoen, of RECM. The lat­ter just re­leased re­sults for the year end­ing March 2014 and the ac­com­pa­ny­ing com­men­tary is a must-read for all in­vestors. It is a great il­lus­tra­tion of the think­ing be­hind clear in­vest­ing, what­ever the strat­egy may be.

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