Keith McLachlan

Listed companies focusing on the South African economy have had a tough decade. But things are improving as Eskom is able to supply uninterrupted power, interest rates and inflation are coming down while the two-pot withdrawals are set to inject billions of Rands into the economy.

By its nature the small and mid-cap sector is dominated by stocks with over weight to South Africa and as such is the SA Inc. Keith McLachlan (the CIO at Integral Asset Management) has been investing in local small and mid cap stocks for some two decades and will present this Standard Bank Power Hour.

Both the small and mid-cap sectors have had a strong rally so far this year and he’ll look at valuations focusing on opportunities offered by the new visa regime and the two-pot withdrawals.

He’ll also show case his two AMCs that invest into small caps, one local and the other offshore and both trading on the JSE.

Book for the webcast here.

If you want to attend in person at Standard Bank 30 Baker street, Rosebank  please email us here with name, number attending and car reg for secure parking access. Alternatively email macdonald@justonelap.com with same details.