Be a Better Investor

Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast to give both amateur and established retail investors a peek at how professional investors invest.
He chats to 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.

Weekly English South Africa Business Ryk van Niekerk

196 Episodes

1 – 20

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

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.

28 Aug 23 min

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.

7 Aug 23 min

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.

31 Jul 16 min

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.

24 Jul 15 min

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.

17 Jul 22 min

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.

10 Jul 22 min

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’.

19 Jun 21 min

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.

29 May 22 min

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.

22 May 19 min

Unveiling investment wisdom

Insights from Daniel dos Passos, indexation expert at FirstRand.

20 Apr 20 min

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.’

6 Apr 27 min

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.

23 Mar 14 min

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.

16 Mar 24 min

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.

2 Mar 18 min

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.

24 Feb 26 min

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.

10 Feb 19 min

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.

4 Feb 25 min