Our biggest lesson from the GFC

No one wants to catch a falling knife, but once it jabs the floor there’s money to be made. For an early heads-up on when to strike, one way is to track the rate of change, or delta. Jonathan Koh from Greencape Capital recounts how they used this to predict the turnaround for James Hardie coming out of the GFC.  

For further information on Greencape Capital, please click here