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3 best JSE investments in these recessionary times (by Truffle Asset Management)

Great investments are hard to come by in these recessionary times.

They do, however, exist.

The Money Show’s Bruce Whitfield interviewed Truffle Asset Management Portfolio Manager Jonathan du Toit.

Du Toit chose the following three companies as his stock picks for the week:

  • Old Mutual

  • Growthpoint

  • Pan African Resources

For more detail; listen to the interview in the audio below (and/or scroll down for quotes from it).

Why do we like Old Mutual? It’s all about the break up…

Jonathan du Toit, Truffle Asset Management

A third of Growthpoint’s assets are offshore...

Jonathan du Toit, Truffle Asset Management

We see a lot of upside for Pan African Resources.

Jonathan du Toit, Truffle Asset Management

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This article first appeared on 702 : 3 best JSE investments in these recessionary times (by Truffle Asset Management)


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