Investment Community #2

Delphine tells:

* How gender and race are proudly part of her identity, but they don’t define her

* How meritocracy is not compromised when you pursue diversity

* How much hypocrisy surrounds ESG investing.

We also discussed:

* How the job of an analyst is changing dramatically

* How easy it is to confuse confidence and conviction and competence

* How having the wrong owners can destroy an investment firm.

Delphine Govender is co-owner and CIO of Perpetua Investment Managers, a firm she founded in 2012. 

She started her investment career as an analyst at Old Mutual Asset Managers, after she’d completed her articles at Deloitte. 

She later moved on to Allan Gray for 11 years where she became executive director and portfolio manager, before founding Perpetua.

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