Tag - Cannon Asset Managers

How to avoid buying into hype

When looking at investment opportunities, it isn’t always that easy to separate out the sizzle from the steak. What do Bernie Madoff, Barry Tannenbaum and Sharemax have in common? They started as credible organisations run by known people – people who also knew how to create allure and marketing buzz – SIZZZLE. And they all had an emotional...

Finding hidden gems in tough times

Samantha Pauwels, portfolio manager at Cannon Asset Managers, gives investors pointers to finding hidden market gems. It seems like just last month that the oil price slipped to fresh lows and the expected benefit was widely discussed in local news. Many analysts were expecting consumers to have more disposable income, companies to benefit from...

All companies are “average”

Geoff Blount, Managing Director of Cannon Asset Managers, argues that over the long term, company performance tends to be average and is driven more by economics than other factors. As humans, we generally like to think we are above average, especially corporate management teams. So stating that all companies are “average” over the longer term...

Ideas on how to invest your December bonus

Victor von Reiche, Senior Investment Manager at Cannon Asset Managers, suggests some stocking fillers for those who wish to invest wisely over the festive season. The best investment opportunities reside in places where others aren’t looking. In practical terms, this translates into mid- and small-cap value stocks offering an excellent...

The risks of risk profiling

How effective are current risk profiling techniques? Do they achieve their aim (to determine a suitable investment strategy) or are they being undertaken simply to tick the boxes in terms of compliance? Patrick Barker, Private Client Portfolio Manager at Cannon Asset Managers, explores these issues and looks at alternatives. There has always been...