Portfolio Managers Commentary: First Quarter 2014

Posted April 23, 2014

Performance Review… After the unusually strong performance in second half of 2013 and for the year as a whole, it is not surprising that the global equity markets spent the first quarter of 2014 performing in a generally sideways direction. Frankly, with the unrest in the Ukraine and a new  

Portfolio 21 not impacted by internet security bug, "Heartbleed"

Posted April 11, 2014

Recent news reports have raised concerns regarding an internet security vulnerability, known as the “Heartbleed bug” that affects software called Open Secure Sockets Layer Architecture (OpenSSL). This vulnerability only affects certain types of servers running specific versions of the OpenSSL encryption application.  Portfolio 21’s online account and paperless document management systems …  

New Holding: Woolworths Holdings Limited

Posted April 8, 2014

Woolworths Holdings Limited is a retail group that operates two subsidiaries: Woolworths in South Africa, which accounts for the majority of the Group’s revenues, and Country Road in Australia. Impacts and Opportunities for Retail Companies “Green” Products… According to a 2009 Deloitte Green Shopper study, sustainability considerations either drive or  

New Holding: Safaricom

Posted April 8, 2014

Safaricom is an integrated communications company with voice and data services, including prepaid and postpaid voice plans, messaging services, and fixed and mobile broadband products.  The company also provides financial services through its M-PESA network, which enables the banked and unbanked people of Kenya to transfer funds between themselves and…  

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Diversification does not assure a profit nor protect against loss in a declining market.


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