In a candid conversation with BizNews editor Alec Hogg, Chris Logan - Owner and CIO at Opportune Investments, and seasoned activist investor - delves into the challenges and opportunities at Remgro, once a hallmark of South African investment. Logan highlights Johann Rupert's push for executive ownership, the pivot to capital-intensive industries like MediClinic, and the path to unlocking value in a company trading at a steep 45% discount to its net asset value. Could a return to "owner-manager" principles revive Remgro’s fortunes? Logan shares insights on this and other market moves, including the Boxer IPO success.
Video production by Frances Hamman
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