Claire Rentzke: Junior MacGyver to polished investor

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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.

2 Mar English South Africa Business

Keep it simple, sleep well at night, get (very) good returns

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

23 Oct 18 min

Does ‘bunking school and jumping off cliffs’ foretell future investing?

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

9 Oct 18 min

Could standup comedy lead to investment insights?

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.

2 Oct 20 min

‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’

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

11 Sep 13 min

'Don't invest in an investment you don't understand or can't value'

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.

4 Sep 22 min

Claire Rentzke: Junior MacGyver to polished investor

Other recent episodes

Keep it simple, sleep well at night, get (very) good returns

Does ‘bunking school and jumping off cliffs’ foretell future investing?

Could standup comedy lead to investment insights?

‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’

'Don't invest in an investment you don't understand or can't value'

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