Craig Antonie and Justiné Brophy from AnBro Capital Investments presented this JSE Power Hour where they distilled their investment philosophy on finding the best high-quality growth companies.
These unicorns have large growth opportunities and long runways with excellent founders at the helm to grow at above average growth rates for many years. AnBro BCI Unicorn Global Growth Fund (JSE code: UABCPA)
The importance of brands as an investment theme will also be discussed as the worlds largest brands have strong moats which coupled with superior margins makes for strong cash flows that translates into share price outperformance. Big BRNDZ for Lifetime Returns (JSE code: BRNDZ)
lastly they discussed the AnBro Dynamic Compound Portfolio (JSE code: ANCOMP) which targets high dividend stocks in US$ with dividends reinvested not distributed.
Power Hour
How do you make sense of the financial markets? How do you interpret the latest financial news? Where do you learn how financial instruments work? How can you learn to invest?
The JSE Power Hour started in 2011 with top industry experts presenting to private investors on financial issues closest to their heart. Power Hours were live presentations in Johannesburg, Durban or Cape Town and broadcast online. However, due to Covid-19 the Power Hours now take place virtually.