Be a Better Investor

Investment insights from Reza Hendrickse, portfolio manager at PPS Investments.

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.