Lebo Thubisi started by selling paraffin from a customised bakkie

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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 English South Africa Business

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

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

Lebo Thubisi started by selling paraffin from a customised bakkie

Other recent episodes

Could standup comedy lead to investment insights?

‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’

'Don't invest in an investment you don't understand or can't value'

When your first investment experience is with unit trusts at age seven …

You can't be too distant from an investment you make'

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