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Weathering the ESG backlash to have ourselves a sustainable little Christams
Edison Group penned a brief festive message encapsulating ESG developments over the past few months. While the #cop26 summit in Glasgow...

Adam Strydom
Jan 20, 20221 min read
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Chip supply outlook supports our PGM outlook
Edison Group believes that the combination of policymakers interfering with current semiconductor supply chains by adding capacity, chip...

Adam Strydom
Jan 20, 20221 min read
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Deutsche Beteiligungs AG - Discount to peers
Deutsche Beteiligungs AG (DBAG) is a Germany based and listed private equity company that invests in mid-sized companies in Germany and...

Adam Strydom
Jan 20, 20221 min read
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Fidelity International Emerging Markets - Refocusing on higher returns
Fidelity International Emerging Markets (FEML, formerly Genesis Investment Management LLP Emerging Markets, GSS) was one of the first...

Adam Strydom
Jan 20, 20221 min read
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MYTILINEOS S.A. - Funded energy transition
MYTILINEOS S.A. is an Athens-listed industrial company active in Metallurgy, Power and Gas, Sustainable Engineering Solutions and...

Adam Strydom
Jan 20, 20221 min read
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Endeavour Mining Corporation - Irrepressible
Endeavour Mining Corporation has become one of the top 10 major gold producers globally, with seven mines in Côte d’Ivoire, Burkina Faso...

Adam Strydom
Jan 20, 20221 min read
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Wheaton Precious Metals - Bagging elephants
Wheaton Precious Metals is a multinational precious metals streaming company and one of the largest global streaming and royalty...

Adam Strydom
Jan 20, 20221 min read
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HgCapital Trust plc - 36% NAV return
HgCapital Trust plc is a private equity firm investing in unquoted UK and European companies through fund partnerships. After a 9-month...

Adam Strydom
Jan 20, 20221 min read
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Supermarket sweep
Supermarket Income REIT is an London Stock Exchange listed company investing in supermarket property. It is on an acquisition spree after...

Adam Strydom
Jan 20, 20221 min read
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SA scrap reservoir
SA regulations supporting the scrap steel market has increased the availability of raw material for more energy efficient and lower...

Adam Strydom
Jan 20, 20221 min read
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