Global Telecom Spotless Management

Results

1 new

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

2 companies

Vodacom Group

Market Cap: R266.2b

Operates as a connectivity, digital, and financial services company in South Africa, Egypt, and internationally.

VOD

R137.54

4.7%

42.6%

TIM

Market Cap: R$48.1b

A telecommunications company, provides mobile, fixed, long-distance, data transmission, and broadband services in Brazil.

TIMS3

R$19.87

0.3%

20.4%