Inside the mind of a fund manager: Walter Aylett on selling Berkshire Hathaway and Warren Buffett's legacy

Loading player...

In this episode of our Investments Insights podcast, Natalie Helmbold, Investment Analyst, sits down with Walter Aylett, founder of Aylett & Co and portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund. With decades of experience in asset management, Walter is known for his deep conviction in quality businesses and long-term investing. One of his most iconic holdings? Berkshire Hathaway, a position he’s held in the fund for nearly 20 years. Walter shares his journey with Berkshire, why he recently trimmed his stake ahead of the 2025 AGM, and what it was like to witness Warren Buffett’s retirement announcement in person. This is a rare, behind-the-scenes look at a fund manager’s relationship with one of the most legendary companies, and investors, of all time.

3 Jun English South Africa Investing · Business News

Other recent episodes

The value of advice: AI vs The financial advisor - Replacement or tool?

Artificial Intelligence (AI) is reshaping industries everywhere, and financial advice is no exception. In this episode of the Value of Advice, Luthando Mzilikazi, Regional Manager: Gauteng, looks at how AI tools are changing the way advisors and clients interact, from data-driven insights to personalised investment strategies. But can AI replace…

10 Sep 6 min

Market and economic wrap: France faces political crisis while markets keep an eye on the Fed

In this week's market and economic wrap, Trevor Garvin, Head of Multi-Management, covers a range of global developments. From the devastating earthquake in Afghanistan to political upheaval in France, and ongoing migration debates in the UK, the episode explores how these events are shaping market sentiment. On the sporting front,…

9 Sep 6 min

The value of advice: Tied or Independent? The advisor type you choose matters

Your relationship with your financial advisor matters and the type of advisor you choose can shape your entire financial journey. In episode 4 of the Value of Advice, Luthando Mzilikazi, Regional Manager for Gauteng, unpacks the difference between tied and independent advisors in South Africa, and why the choice is…

2 Sep 6 min

Market and economic wrap: Fed's balancing act: Inflation, employment, and uncertainty

In this episode, Tumisho Grater unpacks the key themes shaping global markets, from Jerome Powell’s Jackson Hole speech and its implications for US interest rates to the evolving balance between inflation and employment. We explore how these developments are influencing the US dollar, the South African rand, and global equity…

26 Aug 6 min

Market and economic wrap: Equity market jittery as US tariffs implemented but 25bps repo rate cut gives some respite?

Stay ahead of the curve with this week’s market and economic wrap podcast. In this episode, Trevor Garvin dives into the latest developments, including the implementation of US tariffs and their impact on South Africa, a significant repo rate cut by the SARB, and key movements in the global market…

5 Aug 6 min

All episodes