by Karabo Tladi | Aug 8, 2025 | Insights
July 2025 At Cannon, we consider ourselves valuation-based investment managers. We base our investment decisions into stocks, sectors and countries, on the underlying fundamentals and mispricing opportunities presented. Our assessment of value is partially guided by...
by Karabo Tladi | Apr 30, 2025 | Insights, Uncategorized
What do we do now? April 2025 The words destabilised and unbalanced inform our current view of the geopolitical, macroeconomic and investment landscape. The younger iteration of myself understood, from a purely theoretical perspective, the psychological and emotional...