Be a Better Investor
Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast, offering both amateur and established retail investors a peek into how professional investors invest. He chats with 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 offer a few golden nuggets for listeners to become better investors.
Episodes
Trying to drown out the noise ...
Investment insights from Reza Hendrickse, portfolio manager at PPS Investments.
'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.
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.
‘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.
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.
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.
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.
‘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.
'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.
When your first investment experience is with unit trusts at age seven …
You might become a portfolio manager at Sanlam Private Wealth – after trying your hand as a casino dealer, English teacher, lecturer and film producer. Thato Mashigo tells us his story.
Lebo Thubisi started by selling paraffin from a customised bakkie
In investments you learn that you need to make logical decisions and stay away from the emotive things, says the deputy chief investment officer for alternative investments at Alexforbes Investments.
You can't be too distant from an investment you make'
'Accumulating those small margins is how you become successful and build up a good track record and good return for yourself': Richo Venter, Inn8 Invest’s head of portfolio management.
To start investing, perhaps just go the fund route
Malawi-born Kondi Nkosi progressed from doing ‘business studies’ at school in then Bophuthatswana to being Country Head at Schroders SA today.
For young investors penny stocks may be the way to go
If my first ‘went to four cents, I sold it. When it came back to two cents, I bought it again.’ That' s how then teenager and now CIO at Sasfin Asset Managers, Arno Lawrenz, started.
The markets don't repeat, but they rhyme
‘Don’t just read about investments, read more history; and watch cash flow – if you have growth and you've got that cash flow, when any exogenous event hits the company and it's down 30, 40, 50%, you can buy more’: Sumesh Chetty, portfolio manager at Ninety One.
40 years in the investment industry hasn’t wearied Wayne McCurrie
It’s 'utter nonsense’ that you as the retail investor mustn't even try your hand at it. It’s not rocket science. But it does offer only one ‘free lunch’.
A Dale College graduate who never ‘invested’ in rugby
Saneliswile Tofile’s career progressed from investing with friends to becoming deputy CIO and a portfolio manager at All Weather Capital.
Very few young kids grow up with their own investment portfolio
‘I think in particular when you're looking at young people, they've got to have a good, long time horizon,
and over time will get the returns that they are expecting’ – Kenny Rabson, Discovery Invest CEO.
Unveiling investment wisdom
Insights from Daniel dos Passos, indexation expert at FirstRand.
A different approach to investing
‘Ultimately, if you don't have a good grasp or understanding of the risk, you're setting yourself up for failure.’
Invested from age 10, saving his holiday-job earnings
'Being part of farm life, you plant, you wait for the season, and then when the produce comes you get your returns': Fannuel Tigere – Balondolozi Investment Services.
Don’t start off by going long and short
Try to focus your investing on things that you understand and give yourself a time horizon, advises - Asanda Notshe from Mazi Asset management.
Claire Rentzke: Junior MacGyver to polished investor
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.
Presenting a very solid approach many young people would be wise to follow
Investing is ‘not a piece of paper or a light on a screen. You're actually a business owner’: Grant Nader – Benguela Global.
Nolan Wapenaar: Navigating markets, lessons learned, and the pursuit of winners
While the Sunday Times share pages fascinated him at around age 10, today, it is analysis and research that get him out of bed in the mornings.
A different kind of ‘angel’ investor
‘I've stuck with my principle in my stockbroking accounts or investment accounts that whatever is generated in there stays in there’: Craig Pheiffer, chief investment strategist at Sasfin Wealth.
Half a varsity scholarship paid for his initial investment education
Play to your strengths, figure out the aspects that you are better at, and try to use those to a greater degree than the things that you're weak at – Keith McLachlan of Integral Asset Management.
From ETF investor to Satrix CEO
It's been 23 years since the first index fund was launched, and Fikile Mbhokota says she's always held the view that it's better to hold a basket of shares instead of just one.
Learning from bygone investment luminaries creates a solid foundation
Get rid of debt and, after your bond is paid, invest and save that amount: Abdul Davids – Camissa Asset Management.
'Start investing early, don't be scared to do the hard work'
Charl de Villiers from Ashburton Investments talks about his 'roundabout journey' from initially studying engineering to becoming an investment professional.
‘Huge gap’ for retail investors to get on JSE – Makwe Masilela
The founder and CIO of Makwe Fund Managers shares his insights into investing and lessons gleaned over the years, remarking that ‘you don’t need to be an investment professional to invest’.
'Steinhoff really shook me'
Nkareng Siwale, MD and founder of RainDance Asset Management, on her journey to becoming an investment professional, and the lessons learned along the way.
Jacques Conradie explores the power of emotions in investment choices
‘One simple rule of thumb is to always consider whether you should be doing the exact opposite of what you feel like doing.’
Asief Mohamed's investment journey: The good, the bad, and the best
Two initial personal heavy investment losses failed to deter Aeon founder and CIO from a career in managing other people's money.
'You don't have to go big when you start investing'
Begin by dipping your toes in the market and don't follow the hype or what's trending on social media – Isabella Mnisi, sector head of asset management and funds at Rand Merchant Bank.
'My father taught me my first investment philosophy'
Brian Thomas, director and portfolio manager at Laurium Capital, shares his stock market wisdom.
Investor at age six; now a hedge-fund specialist
‘With long-only you've a blunt hammer in your toolbox...whereas in a hedge fund you've a whole array of tools’: OysterCatcher founder and CEO.
A ‘hold for life’ investment strategy has stood many people in good stead
‘If you want to buy because you think somebody else will be greedier than you, you really have to hope that they're a bigger fool than you are’: Madalet Sessions – Denker Capital.
From learning investing ‘on the job’ to AI fund management
‘You can see a time when the equivalent of ChatGPT takes market dynamics, interprets them and invests your money’ – Hywel George, Old Mutual.
Be a better investor - Podcast
‘Investing for me is much more the understanding of money, and the respect for money. That I think is often where most people get it wrong’: Kagisho Mahura – Gradidge-Mahura Investments.
'Not everyone has the stomach to be a good investor'
Iain Power, CIO at Truffle Asset Management, on 'learning money' the importance of ignoring the noise, and more.
'Money is like a mistress. If you don't look after it, it'll leave you'
Investment is very much about delayed gratification: STANLIB CEO Derrick Msibi.
'Investing if done correctly should be quite boring'
Investors need to wrap their heads around the fact that expecting dramatic positive outcomes over shorter time horizons comes with a lot of risk of getting things wrong: Foord Asset Management investment professional Linda Eedes.
From rural KZN to the JSE: Langa Manqele's investment journey
Langa Manqele’s story demonstrates that long-term investing is probably easier and more profitable for new investors than high-risk speculation.
'My property portfolio is my worst investment'
Momentum CIO Mike Adsetts talks diversification, maximised growth and his alternative approach to retirement savings.
'Pile in when the shares are down'
Lonwabo Maqubela of Perpetua Investment Managers talks his investment style and offers advice on how to minimise losses.
Understand each business before investing
‘The small and mid cap space … remains for me the most exciting area of the market’: Vanessa van Vuuren – Sanlam Investment Management.
'It's time in the market that matters'
Patrick Mathidi of Aluwani Capital Partners shares his investment insights and lessons since his Diagonal Street days.
If you can pick 6/10 winners, you are doing well
Omri Thomas of ABAX investments offers advice to young investors who would like to get a foothold in markets and build long-term wealth.
‘Put something away every month – and forget about it’
The one decision I made myself was the worst decision in my 33 years as an investor: Jeanette Marais, CEO of Momentum Metropolitan Management.
“Don’t fall in love with companies or sectors”
Host Ryk van Niekerk with guest, Drikus Combrinck.
Be aggressive with a passive strategy
‘I believe the market will give me my results over time if I stick to my strategy’: ETF strategist and advisor, Nerina Visser.
99% of people would be better off investing in unit trusts
To be financially comfortable or able to manage one's financial affairs well doesn't require a really complex understanding of issues. It requires doing a few simple things correctly: Nic Andrew – head of Nedgroup investments.
Young, smart and going places
In this episode of Be a Better Investor Moneyweb editor Ryk van Niekerk chats with independent analyst Jimmy Moyaha.
Be a Better Investor - Luciano Benade
Host Ryk van Niekerk chat to Luciano Benade.
'You learn to trade by learning what not to do first'
All Weather Capital's Shane Watkins on his investment journey, and how luck plays an important part in one's success.
Meet the asset manager who started managing his dad’s portfolio at varsity
How a student game and his father’s trust in his abilities helped Peregrine Capital CEO Jacques Conradie pick a career in investments, and what guides his thinking now.
‘Be wary of emotional investments’ – Jacobus Lacock
Fairtrees's Jacobus Lacock talks the move from economics to the asset management industry, his worst-ever trade and why Dimension Data was his first buy.
Gyongyi King's 'watch-and-learn' investment strategy
AlexForbes's CIO chats her first stock pick, how to spot a fad and the biggest mistakes retail investors should avoid.
Investing: ‘Just do it', says Anthea Gardner
The managing partner of Cartesian Capital says a lot of platforms allow one to invest with very little money.
Every day you’re making a conscious decision to keep a share
Anchor Capital CEO Peter Armitage.
Success comes from grit and going where few are willing to tread
Petri Redelinhuys’s mantra is to let other people who are better at specific things than you are do what they're best at, while you focus on other things: Petri Redelinghuys – Herenya Capital Advisors.
Simon Brown: Where it began ...
MoneywebNOW's host is the interviewee in this episode of Be a Better Investor. He explains when his love for investing started and how he picks his top stocks.
You don't have to make money the same way your neighbour does
'It took me about 15 years to figure out that there's only one Buffett and that's Mr Buffet, and the rest of us have to invest in a way that suits your own personality': RECM CEO Jan van Niekerk.
Don't harm yourself with emotional perspectives: Hlelo Giyose
First Avenue Investment Management's founder and CIO offers insight into his investment journey and explains why he made it his career.
True value investing allows a trusted share its ups and downs
John Biccard of Ninety One explains his long-term investing philosophy, citing his experiences with Impala, Tiger Brands and Cashbuild in particular.
'In a lot of spaces the long term is your best friend'
Cannon Asset Managers's CIO Tshepo Modiba talks his biggest investment wins and mistakes and how he picks his shares.
Don’t try to take profits too early
There are two kinds of money: bread-and-butter money and the yacht-and-caviar money – Viv Govender, wealth specialist at Rand Swiss.
'Treat your investments like relationships'
‘The more you read, each day you are learning a little more – and I think it's very important to do that kind of reading. You learn about companies as well’: Investment rockstar David Shapiro – deputy chair, Sasfin.
Dr Michael Jordaan steps out of the shadows
‘If you had to ask me to give one word of advice to all investors, it would be diversification...The worst thing that a tiny investor could do is put all their savings into just one counter’: Dr Michael Jordaan, former FNB CEO.
‘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.
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.
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.
Beware of over-diversification
'If you've going to put together a portfolio, try to keep it quite narrow,' says Sanlam's Nick Kunze.
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.
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
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.
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’.
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.
'We're at the backend of a bubble ...'
Rezco Asset Management's CIO, Rob Spanjaard.
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