Wayne Dennehy: Head of ETF’s and Passive – Absa Capital
Absa’s RAFI Exchange Traded Funds (ETFs) converted to S&P GIVI ETFs. In this podcast we speak to Wayne Dennehy from Absa Capital about the transition and find that we dig in what GIVI is all about.
Chris Botha director Imara Asset Management
- Like
- Mondi PLC (MNP) & EOH
- Not like
- Anglo American (AGL) & Sasol (SOL)
We get mail
- Johnny
- I know that you say this might be different for everyone, but I would like to have some idea of where to start in “deciding” what a price is that I like. An example that you have often used before is Discovery, you mentioned that often or every time the share price drops to ~R120, you would add to your portfolio. My question is, let’s assume that the share price has since moved up to R200 over a year or three, what would be your new buying price? The odds of it dropping to R120 again becomes smaller and smaller every year.
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