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

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‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.

11 Sep English South Africa Business

‘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.

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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.

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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.

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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.

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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.

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

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