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SA mid-caps are not what they used to be


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As Perpetua Investment Managers CIO Delphine Govender pointed out, capturing growth in the mid-cap space is also an important source of alpha for the smaller managers who can invest there effectively.
Unrecognised growth
‘If you look at larger managers like Allan Gray, Coronation and Prudential, when they were in their more exponential alpha generation phase, it absolutely came from placing the right bets on which mid-caps were going to become large caps,’ said Govender, who co-manages the Perpetua SCI Equity fund. ....

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Stadio – spun out from Curro – is enrolling far more students than expected


Stadio – spun out from Curro – is enrolling far more students than expected
15 March 2021 6:52 PM
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It aims to enrol 56 000 students by 2026. The Money Show’s Bruce Whitfield interviews Stadio Holdings CEO Chris Vorster.
Stadio Holdings enrolled 35 031 students in 2020, the company reported on Monday, up 10% on enrolments in 2019.
The private tertiary education company enrolled 28 664 distance learning students and 6367 contact learning students.
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Student enrolments substantially outperformed expectations.
Core headline earnings rose by 33% (to R117 million) with core headline earnings per share increasing by 31% (to 14.2 cents).
Revenue rose by 14% (to R933 million).
Stadio aims to enrol 56 000 students by 2026.
We are upbeat… ....

Bruce Whitfield , Stadio Holdings , Money Show , Chris Vorster , காயங்கள் வைட்ஃபீல்ட் , ஸ்டேடியோ ஹோல்டிங்ஸ் , பணம் காட்டு ,