Following the rights offer Brait is a rather different group compared to its previous composition. I like the quality of the underlying assets especially Pepkor and Premier Foods. I believe the valuations of these holdings are not overly demanding. Cash generation and growth prospects are both good.
All pretty good. Am involved with all of them accept ACT. Prefer APN or LHG in the medical space. Brait prefs are also an alternative for income purposes. All good growth prospects going forward with strong balance sheets and great management teams. Good luck with your choice.