Be a Better Investor

Ninety One’s George Cheveley says central bank buying, US fiscal strain and resilient margins could extend the gold rally.

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.

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.

Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.

Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.

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.

‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.

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.

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.

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.

'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.

Malawi-born Kondi Nkosi progressed from doing ‘business studies’ at school in then Bophuthatswana to being Country Head at Schroders SA today.

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.

‘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.

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’.

Saneliswile Tofile’s career progressed from investing with friends to becoming deputy CIO and a portfolio manager at All Weather Capital.

‘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.

Insights from Daniel dos Passos, indexation expert at FirstRand.

‘Ultimately, if you don't have a good grasp or understanding of the risk, you're setting yourself up for failure.’

'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.

Try to focus your investing on things that you understand and give yourself a time horizon, advises - Asanda Notshe from Mazi Asset management.

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.

Investing is ‘not a piece of paper or a light on a screen. You're actually a business owner’: Grant Nader – Benguela Global.

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.

‘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.

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.

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.

Get rid of debt and, after your bond is paid, invest and save that amount: Abdul Davids – Camissa Asset Management.

Charl de Villiers from Ashburton Investments talks about his 'roundabout journey' from initially studying engineering to becoming an investment professional.

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’.

Nkareng Siwale, MD and founder of RainDance Asset Management, on her journey to becoming an investment professional, and the lessons learned along the way.

‘One simple rule of thumb is to always consider whether you should be doing the exact opposite of what you feel like doing.’

Two initial personal heavy investment losses failed to deter Aeon founder and CIO from a career in managing other people's money.

Begin by dipping your toes in the market and don't follow the hype or what's trending on social media – Isabella Mnisi, sector head of asset management and funds at Rand Merchant Bank.

Brian Thomas, director and portfolio manager at Laurium Capital, shares his stock market wisdom.

‘With long-only you've a blunt hammer in your toolbox...whereas in a hedge fund you've a whole array of tools’: OysterCatcher founder and CEO.

‘If you want to buy because you think somebody else will be greedier than you, you really have to hope that they're a bigger fool than you are’: Madalet Sessions – Denker Capital.

‘You can see a time when the equivalent of ChatGPT takes market dynamics, interprets them and invests your money’ – Hywel George, Old Mutual.

‘Investing for me is much more the understanding of money, and the respect for money. That I think is often where most people get it wrong’: Kagisho Mahura – Gradidge-Mahura Investments.

Iain Power, CIO at Truffle Asset Management, on 'learning money' the importance of ignoring the noise, and more.

Investment is very much about delayed gratification: STANLIB CEO Derrick Msibi.

Investors need to wrap their heads around the fact that expecting dramatic positive outcomes over shorter time horizons comes with a lot of risk of getting things wrong: Foord Asset Management investment professional Linda Eedes.

Langa Manqele’s story demonstrates that long-term investing is probably easier and more profitable for new investors than high-risk speculation.

Momentum CIO Mike Adsetts talks diversification, maximised growth and his alternative approach to retirement savings.

Lonwabo Maqubela of Perpetua Investment Managers talks his investment style and offers advice on how to minimise losses.

‘The small and mid cap space … remains for me the most exciting area of the market’: Vanessa van Vuuren – Sanlam Investment Management.

Patrick Mathidi of Aluwani Capital Partners shares his investment insights and lessons since his Diagonal Street days.

Omri Thomas of ABAX investments offers advice to young investors who would like to get a foothold in markets and build long-term wealth.

The one decision I made myself was the worst decision in my 33 years as an investor: Jeanette Marais, CEO of Momentum Metropolitan Management.

Host Ryk van Niekerk with guest, Drikus Combrinck.