Boardroom Talk: A rational investor’s look at BizNews Portfolio holdings Capitec, Remgro and Chubb

In this Boardroom Talk, BizNews editor Alec Hogg takes a second-level look at three heavyweight shares in the BizNews Ricardo portfolios — Capitec, Chubb and Remgro. He unpacks Capitec’s strong growth and rising credit risk, Chubb’s underwriting discipline, and Remgro’s FirstRand exit as a capital-allocation play, highlighting what each says about management quality and long-term shareholder value.

Engage with the BizNews Portfolios here: https://www.biznews.com/investment-webinar/2025/04/09/biznews-portfolios