Simon Brown: Where it began ...
MoneywebNOW's host is the interviewee in this episode of Be a Better Investor. He explains when his love for investing started and how he picks his top stocks.
Episodes
Be a Better Investor
Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast to give both amateur and established retail investors a peek at how professional investors invest.
He chats to professional investors about their experiences in selecting potential investments, as well as how successful these processes have been. They discuss their biggest hits and misses and other topics, which may offer a few golden nuggets for listeners ... to become better investors.
Episodes
You don't have to make money the same way your neighbour does
'It took me about 15 years to figure out that there's only one Buffett and that's Mr Buffet, and the rest of us have to invest in a way that suits your own personality': RECM CEO Jan van Niekerk.
Don't harm yourself with emotional perspectives: Hlelo Giyose
First Avenue Investment Management's founder and CIO offers insight into his investment journey and explains why he made it his career.
True value investing allows a trusted share its ups and downs
John Biccard of Ninety One explains his long-term investing philosophy, citing his experiences with Impala, Tiger Brands and Cashbuild in particular.
'In a lot of spaces the long term is your best friend'
Cannon Asset Managers's CIO Tshepo Modiba talks his biggest investment wins and mistakes and how he picks his shares.
Don’t try to take profits too early
There are two kinds of money: bread-and-butter money and the yacht-and-caviar money – Viv Govender, wealth specialist at Rand Swiss.
'Treat your investments like relationships'
‘The more you read, each day you are learning a little more – and I think it's very important to do that kind of reading. You learn about companies as well’: Investment rockstar David Shapiro – deputy chair, Sasfin.
Dr Michael Jordaan steps out of the shadows
‘If you had to ask me to give one word of advice to all investors, it would be diversification...The worst thing that a tiny investor could do is put all their savings into just one counter’: Dr Michael Jordaan, former FNB CEO.
‘Golden nuggets’ after 25/26 years in the small and midcap arena
Amateur retail investors in SA stocks which big asset managers ignore ‘simply do not have the...capacity to cover the near-100 stocks...in the small to midcap universe’: Small Talk Daily analyst Anthony Clark.
Hit ratios, win-loss ratios, and shorting
‘Look for great companies to hold for the long term, but at the same time look for companies where something strange is going on …’: Jean Pierre Verster, Protea Asset Management.
The small-cap sector, a really tough place to pick winners
‘Capitec [is] a good example of an excellent investment, bought for all the right reasons, held for the right reasons, and then sold because of a technicality’: Keith McLachlan of Integral Asset Managers.
Beware of over-diversification
'If you've going to put together a portfolio, try to keep it quite narrow,' says Sanlam's Nick Kunze.
The importance of ‘violence’ in a portfolio
‘You need to make up your own mind around whether what the market is seeing is correct, or the opposite. Sometimes it's very difficult’: Craig Gradidge of Gradidge Mahura.
Don't get distracted or drawn in by the razzmatazz
If you are a long-term investor and want to buy something and hold it for at least three to five years, ‘trade ideas’ offers a good spot to start getting involved: Chantal Marx from FNB Private Wealth
EasyEquities has disrupted the SA investment market since inception
The platform has revolutionised the industry by allowing fractional ownership. You don't need to buy one share. You can buy fractions of it. ‘For me investing is a team sport,’ says CEO Charles Savage.
Old Mutual Private Client Securities’ investment philosophy
Chief investment officer Dr Andrew Dittberner says, ‘if you're going to panic, you need to be the first to panic – and that’s the Steinhoff story’.
Ways in which investors or analysts generally approach share analysis
Protea Asset Management CEO Jean Pierre Verster describes how his company uses both a fundamental and a quantitative approach, which he has termed a ‘quantimental’ investment process.
'We're at the backend of a bubble ...'
Rezco Asset Management's CIO, Rob Spanjaard.
Venture capital and private equity – what's the difference?
Private equity looks for businesses generating free cashflow, and uses financial engineering to optimise returns in the business; venture capital is about building something which doesn't exist and turning it into something compelling’: Llewellyn Claasen from Newtown Partners
Markets and music
Jacobus Brink
Talking about the market, and especially fixed income
Arno Lawrenz - CIO of Sasfin Asset Management
Market Commentator
Gyongyi King
Market Commentator
Alwyn van der Merwe
What Ninety One is buying and selling
And why – Hannes van den Berg, co-head of SA Equity & Multi-Asset within the 4Factor team at the asset manager explains.
Is SA a bit of a value trap following the events of the past decade?
‘I do believe that our companies from a valuation perspective – even despite those shorter-term risks – are for the longer term in a good position’: CIO Sonja Saunderson from Momentum Investments.
Working in a ‘multi-family investment office’
Dr Adrian Saville – investment specialist, Genera Capital, and Gibs professor.
Market Commentator Podcast
Patrice Rassou - CIO, Ashburton Fund Managers
'We have stunning value in our equity and bond market' – Karl Leinberger
‘We think SA equities are very compelling right now, and it's a big change in view compared to where we were three years ago, five years ago’ says the Coronation CIO.
'SA is one of the top-performing equity markets over the last 120 years'
Allan Gray CIO Duncan Artus talks equities, Reg 28, cryptos, the Naspers/ Prosus share swop and why the money manager doesn't offer a flexible fund.
Behavioural change since Covid-19’s onset has impacted the performance of many companies
‘Marriott is all about helping investors build income streams for when they decide to retire, and ... for a source of income from their investments,’ Duggan Matthews CIO, Marriott Investment Managers.