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CML's AUM keeps growing but the fee compression story is real. Compare it to Ninety One, they're dealing wi…by @trpine_patient on $CML

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trpine@trpine_patient·Bearish

CML's AUM keeps growing but the fee compression story is real. Compare it to Ninety One, they're dealing with the same pressure on margins. Long term the asset management game in SA is a grind, but Coronation's got decent fund performance which should help retention. Not selling on weakness, come back in 6 months.

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