This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.
Dec 04, 2024•25 min•Transcript available on Metacast My philosophy is to invest when markets are dislocated, because companies might face challenges but whole industries won’t disappear forever: Patrice Rassou of Ashburton Investments.
Nov 27, 2024•23 min•Transcript available on Metacast Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.
Oct 23, 2024•19 min•Transcript available on Metacast Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.
Oct 09, 2024•18 min•Transcript available on Metacast Varshan Maharaj from Allan Gray has a lot of intellectual curiosity, sees participating in markets as a ‘contest of ideas’, believes in the basket approach to thematic investing, and tells us which ‘theme basket’ his proudest investment sits in.
Oct 02, 2024•21 min•Transcript available on Metacast ‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.
Sep 11, 2024•13 min•Transcript available on Metacast Company valuations drew her from the outset, so after a great deal of study, Derinia Mathura found herself a young professional managing the Melville Douglas Global Equity Fund.
Sep 04, 2024•22 min•Transcript available on Metacast You might become a portfolio manager at Sanlam Private Wealth – after trying your hand as a casino dealer, English teacher, lecturer and film producer. Thato Mashigo tells us his story.
Aug 28, 2024•23 min•Transcript available on Metacast In investments you learn that you need to make logical decisions and stay away from the emotive things, says the deputy chief investment officer for alternative investments at Alexforbes Investments.
Aug 07, 2024•24 min•Transcript available on Metacast 'Accumulating those small margins is how you become successful and build up a good track record and good return for yourself': Richo Venter, Inn8 Invest’s head of portfolio management.
Jul 31, 2024•17 min•Transcript available on Metacast Malawi-born Kondi Nkosi progressed from doing ‘business studies’ at school in then Bophuthatswana to being Country Head at Schroders SA today.
Jul 24, 2024•15 min•Transcript available on Metacast If my first ‘went to four cents, I sold it. When it came back to two cents, I bought it again.’ That' s how then teenager and now CIO at Sasfin Asset Managers, Arno Lawrenz, started.
Jul 17, 2024•22 min•Transcript available on Metacast ‘Don’t just read about investments, read more history; and watch cash flow – if you have growth and you've got that cash flow, when any exogenous event hits the company and it's down 30, 40, 50%, you can buy more’: Sumesh Chetty, portfolio manager at Ninety One.
Jul 10, 2024•22 min•Transcript available on Metacast It’s 'utter nonsense’ that you as the retail investor mustn't even try your hand at it. It’s not rocket science. But it does offer only one ‘free lunch’.
Jun 19, 2024•22 min•Transcript available on Metacast Saneliswile Tofile’s career progressed from investing with friends to becoming deputy CIO and a portfolio manager at All Weather Capital.
May 29, 2024•22 min•Transcript available on Metacast ‘I think in particular when you're looking at young people, they've got to have a good, long time horizon, and over time will get the returns that they are expecting’ – Kenny Rabson, Discovery Invest CEO.
May 22, 2024•19 min•Transcript available on Metacast Insights from Daniel dos Passos, indexation expert at FirstRand.
Apr 20, 2024•20 min•Transcript available on Metacast ‘Ultimately, if you don't have a good grasp or understanding of the risk, you're setting yourself up for failure.’
Apr 06, 2024•28 min•Transcript available on Metacast 'Being part of farm life, you plant, you wait for the season, and then when the produce comes you get your returns': Fannuel Tigere – Balondolozi Investment Services.
Mar 23, 2024•14 min•Transcript available on Metacast Try to focus your investing on things that you understand and give yourself a time horizon, advises - Asanda Notshe from Mazi Asset management.
Mar 16, 2024•24 min•Transcript available on Metacast The best investment ever for the CIO of Sukha & Associates, has been her RA, which has ‘compounded and compounded and compounded’ untouched over the years.
Mar 02, 2024•18 min•Transcript available on Metacast Investing is ‘not a piece of paper or a light on a screen. You're actually a business owner’: Grant Nader – Benguela Global.
Feb 24, 2024•27 min•Transcript available on Metacast While the Sunday Times share pages fascinated him at around age 10, today, it is analysis and research that get him out of bed in the mornings.
Feb 10, 2024•19 min•Transcript available on Metacast ‘I've stuck with my principle in my stockbroking accounts or investment accounts that whatever is generated in there stays in there’: Craig Pheiffer, chief investment strategist at Sasfin Wealth.
Feb 05, 2024•26 min•Transcript available on Metacast Play to your strengths, figure out the aspects that you are better at, and try to use those to a greater degree than the things that you're weak at – Keith McLachlan of Integral Asset Management.
Jan 27, 2024•19 min•Transcript available on Metacast It's been 23 years since the first index fund was launched, and Fikile Mbhokota says she's always held the view that it's better to hold a basket of shares instead of just one.
Dec 09, 2023•20 min•Transcript available on Metacast Get rid of debt and, after your bond is paid, invest and save that amount: Abdul Davids – Camissa Asset Management.
Dec 01, 2023•21 min•Transcript available on Metacast Charl de Villiers from Ashburton Investments talks about his 'roundabout journey' from initially studying engineering to becoming an investment professional.
Nov 25, 2023•21 min•Transcript available on Metacast The founder and CIO of Makwe Fund Managers shares his insights into investing and lessons gleaned over the years, remarking that ‘you don’t need to be an investment professional to invest’.
Nov 18, 2023•21 min•Transcript available on Metacast Nkareng Siwale, MD and founder of RainDance Asset Management, on her journey to becoming an investment professional, and the lessons learned along the way.
Nov 11, 2023•32 min•Transcript available on Metacast