Episodes

  • Keep it simple, sleep well at night, get (very) good returns

    Keep it simple, sleep well at night, get (very) good returns
    Oct 23 2024
    Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.
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    19 mins
  • Does ‘bunking school and jumping off cliffs’ foretell future investing?

    Does ‘bunking school and jumping off cliffs’ foretell future investing?
    Oct 9 2024
    Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.
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    18 mins
  • Could standup comedy lead to investment insights?

    Could standup comedy lead to investment insights?
    Oct 2 2024
    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.
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    21 mins
  • ‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’

    ‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’
    Sep 11 2024
    ‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.
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    13 mins
  • 'Don't invest in an investment you don't understand or can't value'

    'Don't invest in an investment you don't understand or can't value'
    Sep 4 2024
    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.
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    22 mins
  • When your first investment experience is with unit trusts at age seven …

    When your first investment experience is with unit trusts at age seven …
    Aug 28 2024
    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.
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    23 mins
  • Lebo Thubisi started by selling paraffin from a customised bakkie

    Lebo Thubisi started by selling paraffin from a customised bakkie
    Aug 7 2024
    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.
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    24 mins
  • You can't be too distant from an investment you make'

    You can't be too distant from an investment you make'
    Jul 31 2024
    '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.
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    17 mins