Tag: AssetManagement
Leaking value – the hidden cost of hotel staff turnover
Every hotel valuation conversation in this industry starts in the same place. Capital expenditure (Capex) plans, revenue management systems, brand affiliation, the flag on the building. Owners obsess over these levers because they are visible, measurable, and easy to put in a deck.
The AI capex boom – exploring alternatives to the hype
In all the excitement about Artificial Intelligence’s (AI’s) transformative potential for our economies and the resultant efficiency gains, it is easy to forget that a business case is not necessarily the same thing as an investment case. While technologies can and do transform societies in deep and fundamental ways, it is less clear who benefits from the technology race.
Moody’s derecognition – what institutions are actually experiencing
The South African Reserve Bank’s Prudential Authority (PA) has confirmed its intention to derecognise Moody’s Investors Service South Africa as an eligible external credit assessment institution (ECAI). The regulator has also introduced a 24-month transition period that will run until April 2028.
Most firms bolt on AI – this asset manager started over
Our philosophy has not changed; the environment in which we execute it has. For over two decades, our investment philosophy has been grounded in a simple principle. High-quality companies that can reliably grow dividends tend to deliver more predictable long-term outcomes. This principle remains the foundation of how we invest. However, the environment in which we apply this philosophy has changed.
