Unveiling investment wisdom
--:--
Insights from Daniel dos Passos, indexation expert at FirstRand.
Other recent episodes
‘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.