John Biccard advises a return to JSE's 'Lucky Sevens', says structural change means Nasdaq darlings can drop by half
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In more than three decades of managing assets, John Biccard of Ninety One has consistently acquired co-ownership in out of favour businesses. His style, called value investing, faced stiff headwinds over the past decade. But he believes the tide has turned and it's now time to fill up your portfolio with JSE-listed 'Lucky Seven' stocks - mid-cap listings trading on seven times earnings and yielding 7% in dividends. He explains why in this investing masterclass, sharing thoughts on a number of shares that qualify, including his "best idea" to which he has allocated a hefty 10% of his Ninety One Value Fund portfolio. Learn more about your ad choices. Visit megaphone.fm/adchoices
