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.
iono.fm may request cookies to be stored on our device. We use cookies to understand how you interact with us, to enrich and personalise your experience, to enable social media functionality and to provide more relevant advertising. Using the sections below you can customise which cookies we're allowed to store. Note that blocking some types of cookies may impact your experience.