Adrian Saville of Cannon Asset Managers shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Adrian assessed the ongoing market upheaval from a South African viewpoint. He discussed how he and his firm are analyzing the situation and looking for opportunities. He touched upon the types of businesses he favors in South Africa and, in response to a question, explained why his firm has an allocation to gold.
Adrian was an instructor at Best Ideas 2020, where he shared his value investment theses on three companies in South Africa.
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About the instructor:
Adrian Saville’s qualifications include a Bachelor of Arts (Honours) (cum laude), M.Com (cum laude) and PhD (Economics), which he completed at the University of Natal in 1997 and for which he was awarded the Economics Society of South Africa’s Founders Medal. He is a UNESCO laureate and a matriculant of Linacre College (Oxford). He has completed programmes in investing and competitive strategy at New York’s Columbia University and Harvard Business School in Boston. In 1994, while completing his doctorate in economics, Adrian formed an investment vehicle that became the forerunner to Cannon Asset Managers, which he founded in 1998. In 2017 Bidvest Financial Services acquired Cannon Asset Managers. Today Adrian serves as Chief Executive at Cannon Asset Managers. Adrian has also held a Professorship in Economics, Finance & Strategy at the Gordon Institute of Business Science (GIBS) since 2003. In 2012, he was nominated for the Economist Intelligence Unit’s Business Professor of the Year Award and in 2014 he received the Central and East European Management Development Association award in teaching excellence. Adrian has presented to global audiences in many destinations, including Botswana, Brazil, Chile, Estonia, France, Germany, Ghana, India, Japan, Kenya, the Netherlands, Nigeria, Rwanda, Singapore, the United Kington, the United States, Zambia and Zimbabwe.
Adrian has looked after Cannon Asset Managers’ Deep Value Portfolio since 1998. That portfolio has grown initial capital by 39 times over 21 years, equal to a 19,8% per annum, versus the market return of 14 times start money, equal to 13,9.0% per annum. In 2013, Adrian launched the Hummingbird Fund, which is a concentrated mid-, small- and micro-cap portfolio that has returned 4,5% per annum ahead of the market over six years.
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