Be a Better Investor

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

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.

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’.

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.

Rezco Asset Management's CIO, Rob Spanjaard.

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

Jacobus Brink

Arno Lawrenz - CIO of Sasfin Asset Management

Gyongyi King

Alwyn van der Merwe

And why – Hannes van den Berg, co-head of SA Equity & Multi-Asset within the 4Factor team at the asset manager explains.

‘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.

Dr Adrian Saville – investment specialist, Genera Capital, and Gibs professor.

Patrice Rassou - CIO, Ashburton Fund Managers

‘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.

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.

‘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.

Marriott Asset Managers still considers a five-year SA bond a very low-risk investment, giving substantially better returns than money sitting in a bank account: CIO Duggan Mathews.

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 of...

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 of...

‘There are certainly signs of things we experienced in 1999/2000, when we had the IT bubble,’ posits Alwyn van der Merwe from Sanlam Private Wealth.

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David Moore – head of alternative investments at Alexander Forbes Investments

Ross Beckly - Fund Mager at High Street Asset Management

CIO Samantha Steyn says 2020 has been ‘not a year we want to remember or relive,' while focusing on the Hummingbird and SuperDogs funds.