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Boardroom Talk: A rational investor’s look at BizNews Portfolio holdings Capitec, Remgro and Chubb
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In this Boardroom Talk, BizNews editor Alec Hogg takes a second-level look at three heavyweight shares in the BizNews Ricardo portfolios — Capitec, Chubb and Remgro. He unpacks Capitec’s strong growth and rising credit risk, Chubb’s underwriting discipline, and Remgro’s FirstRand exit as a capital-allocation play, highlighting what each says about management quality and long-term shareholder value.BizNews PortfoliosWatch hereListen hereDownload and read the results below
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