‘A lot of small and mid-cap shares are in a very healthy condition’ Segment 01

Loading player...
We take a very long-term call on [a company's] investment case... sometimes the short-term PE can be very deceiving' - Vanessa van Vuuren - Fund Manager, Sanlam Small Cap Fund.
14 Oct 2015 English South Africa Business

Other recent episodes

From getting a foot in the door to investing in global giants

This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.
4 Dec 2024 24 min

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 2024 20 min