Be a Better Investor

‘Golden nuggets’ after 25/26 years in the small and midcap arena

Amateur retail investors in SA stocks which big asset managers ignore ‘simply do not have the...capacity to cover the near-100 stocks...in the small to midcap universe’: Small Talk Daily analyst Anthony Clark.

23 Apr 2022 25 min

Hit ratios, win-loss ratios, and shorting

‘Look for great companies to hold for the long term, but at the same time look for companies where something strange is going on …’: Jean Pierre Verster, Protea Asset Management.

14 Apr 2022 20 min

The small-cap sector, a really tough place to pick winners

‘Capitec [is] a good example of an excellent investment, bought for all the right reasons, held for the right reasons, and then sold because of a technicality’: Keith McLachlan of Integral Asset Managers.

8 Apr 2022 25 min

Beware of over-diversification

'If you've going to put together a portfolio, try to keep it quite narrow,' says Sanlam's Nick Kunze.

11 Mar 2022 18 min

The importance of ‘violence’ in a portfolio

‘You need to make up your own mind around whether what the market is seeing is correct, or the opposite. Sometimes it's very difficult’: Craig Gradidge of Gradidge Mahura.

5 Mar 2022 20 min

Don't get distracted or drawn in by the razzmatazz

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

26 Feb 2022 23 min

EasyEquities has disrupted the SA investment market since inception

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.

19 Feb 2022 19 min

Old Mutual Private Client Securities’ investment philosophy

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’.

11 Feb 2022 20 min

Ways in which investors or analysts generally approach share analysis

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.

4 Feb 2022 23 min

'We're at the backend of a bubble ...'

Rezco Asset Management's CIO, Rob Spanjaard.

26 Nov 2021 24 min

Venture capital and private equity – what's the difference?

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

21 Nov 2021 18 min

Markets and music

Jacobus Brink

6 Nov 2021 20 min

Talking about the market, and especially fixed income

Arno Lawrenz - CIO of Sasfin Asset Management

22 Oct 2021 20 min

Market Commentator

Gyongyi King

15 Oct 2021 15 min

Market Commentator

Alwyn van der Merwe

24 Sep 2021 22 min

What Ninety One is buying and selling

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

19 Sep 2021 22 min

Is SA a bit of a value trap following the events of the past decade?

‘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.

12 Sep 2021 16 min

Working in a ‘multi-family investment office’

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

3 Sep 2021 21 min

Market Commentator Podcast

Patrice Rassou - CIO, Ashburton Fund Managers

27 Aug 2021 22 min

'We have stunning value in our equity and bond market' – Karl Leinberger

‘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.

21 Aug 2021 22 min