This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

‘A lot of small and mid-cap shares are in a very healthy condition’ Segment 01

Loading player...

We take a very long-term call on [a company's] investment case... sometimes the short-term PE can be very deceiving' - Vanessa van Vuuren - Fund Manager, Sanlam Small Cap Fund.

14 Oct 2015 English South Africa Investing · Business Ryk van Niekerk

Other recent episodes

You need a strong stomach for deep value investing

Malungelo Zilimbola, founder and CEO of Mazi Asset Management, warns young investors against chasing stock tips and quick profits, arguing that today’s culture of speculation risks confusing investing with betting.

5 Aug 23 min

Trying to drown out the noise ...

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

19 May 21 min

'The bigger risk is that gold goes higher, not lower’

Ninety One’s George Cheveley says central bank buying, US fiscal strain and resilient margins could extend the gold rally.

3 Mar 30 min

From getting a foot in the door to investing in global giants

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.

4 Dec 2024 24 min

‘Don’t let something like Steinhoff derail you’ – Ashburton CIO

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.

27 Nov 2024 22 min

All episodes