Be a Better Investor

‘Ultimately, if you don't have a good grasp or understanding of the risk, you're setting yourself up for failure.’

'Being part of farm life, you plant, you wait for the season, and then when the produce comes you get your returns': Fannuel Tigere – Balondolozi Investment Services.

Try to focus your investing on things that you understand and give yourself a time horizon, advises - Asanda Notshe from Mazi Asset management.

The best investment ever for the CIO of Sukha & Associates, has been her RA, which has ‘compounded and compounded and compounded’ untouched over the years.

Investing is ‘not a piece of paper or a light on a screen. You're actually a business owner’: Grant Nader – Benguela Global.

While the Sunday Times share pages fascinated him at around age 10, today, it is analysis and research that get him out of bed in the mornings.

‘I've stuck with my principle in my stockbroking accounts or investment accounts that whatever is generated in there stays in there’: Craig Pheiffer, chief investment strategist at Sasfin Wealth.

Play to your strengths, figure out the aspects that you are better at, and try to use those to a greater degree than the things that you're weak at – Keith McLachlan of Integral Asset Management.

It's been 23 years since the first index fund was launched, and Fikile Mbhokota says she's always held the view that it's better to hold a basket of shares instead of just one.

Get rid of debt and, after your bond is paid, invest and save that amount: Abdul Davids – Camissa Asset Management.

Charl de Villiers from Ashburton Investments talks about his 'roundabout journey' from initially studying engineering to becoming an investment professional.

The founder and CIO of Makwe Fund Managers shares his insights into investing and lessons gleaned over the years, remarking that ‘you don’t need to be an investment professional to invest’.

Nkareng Siwale, MD and founder of RainDance Asset Management, on her journey to becoming an investment professional, and the lessons learned along the way.

‘One simple rule of thumb is to always consider whether you should be doing the exact opposite of what you feel like doing.’

Two initial personal heavy investment losses failed to deter Aeon founder and CIO from a career in managing other people's money.

Begin by dipping your toes in the market and don't follow the hype or what's trending on social media – Isabella Mnisi, sector head of asset management and funds at Rand Merchant Bank.

Brian Thomas, director and portfolio manager at Laurium Capital, shares his stock market wisdom.

‘With long-only you've a blunt hammer in your toolbox...whereas in a hedge fund you've a whole array of tools’: OysterCatcher founder and CEO.

‘If you want to buy because you think somebody else will be greedier than you, you really have to hope that they're a bigger fool than you are’: Madalet Sessions – Denker Capital.

‘You can see a time when the equivalent of ChatGPT takes market dynamics, interprets them and invests your money’ – Hywel George, Old Mutual.

‘Investing for me is much more the understanding of money, and the respect for money. That I think is often where most people get it wrong’: Kagisho Mahura – Gradidge-Mahura Investments.

Iain Power, CIO at Truffle Asset Management, on 'learning money' the importance of ignoring the noise, and more.

Investment is very much about delayed gratification: STANLIB CEO Derrick Msibi.

Investors need to wrap their heads around the fact that expecting dramatic positive outcomes over shorter time horizons comes with a lot of risk of getting things wrong: Foord Asset Management investment professional Linda Eedes.

Langa Manqele’s story demonstrates that long-term investing is probably easier and more profitable for new investors than high-risk speculation.

Momentum CIO Mike Adsetts talks diversification, maximised growth and his alternative approach to retirement savings.

Lonwabo Maqubela of Perpetua Investment Managers talks his investment style and offers advice on how to minimise losses.

‘The small and mid cap space … remains for me the most exciting area of the market’: Vanessa van Vuuren – Sanlam Investment Management.

Patrick Mathidi of Aluwani Capital Partners shares his investment insights and lessons since his Diagonal Street days.

Omri Thomas of ABAX investments offers advice to young investors who would like to get a foothold in markets and build long-term wealth.

The one decision I made myself was the worst decision in my 33 years as an investor: Jeanette Marais, CEO of Momentum Metropolitan Management.

Host Ryk van Niekerk with guest, Drikus Combrinck.

‘I believe the market will give me my results over time if I stick to my strategy’: ETF strategist and advisor, Nerina Visser.

To be financially comfortable or able to manage one's financial affairs well doesn't require a really complex understanding of issues. It requires doing a few simple things correctly: Nic Andrew – head of Nedgroup investments.

In this episode of Be a Better Investor Moneyweb editor Ryk van Niekerk chats with independent analyst Jimmy Moyaha.

Host Ryk van Niekerk chat to Luciano Benade.

All Weather Capital's Shane Watkins on his investment journey, and how luck plays an important part in one's success.

How a student game and his father’s trust in his abilities helped Peregrine Capital CEO Jacques Conradie pick a career in investments, and what guides his thinking now.

Fairtrees's Jacobus Lacock talks the move from economics to the asset management industry, his worst-ever trade and why Dimension Data was his first buy.

AlexForbes's CIO chats her first stock pick, how to spot a fad and the biggest mistakes retail investors should avoid.

The managing partner of Cartesian Capital says a lot of platforms allow one to invest with very little money.

Anchor Capital CEO Peter Armitage.

Petri Redelinhuys’s mantra is to let other people who are better at specific things than you are do what they're best at, while you focus on other things: Petri Redelinghuys – Herenya Capital Advisors.

MoneywebNOW's host is the interviewee in this episode of Be a Better Investor. He explains when his love for investing started and how he picks his top stocks.

'It took me about 15 years to figure out that there's only one Buffett and that's Mr Buffet, and the rest of us have to invest in a way that suits your own personality': RECM CEO Jan van Niekerk.

First Avenue Investment Management's founder and CIO offers insight into his investment journey and explains why he made it his career.

John Biccard of Ninety One explains his long-term investing philosophy, citing his experiences with Impala, Tiger Brands and Cashbuild in particular.

Cannon Asset Managers's CIO Tshepo Modiba talks his biggest investment wins and mistakes and how he picks his shares.

There are two kinds of money: bread-and-butter money and the yacht-and-caviar money – Viv Govender, wealth specialist at Rand Swiss.

‘The more you read, each day you are learning a little more – and I think it's very important to do that kind of reading. You learn about companies as well’: Investment rockstar David Shapiro – deputy chair, Sasfin.

‘If you had to ask me to give one word of advice to all investors, it would be diversification...The worst thing that a tiny investor could do is put all their savings into just one counter’: Dr Michael Jordaan, former FNB CEO.

Amateur retail investors in SA stocks which big asset managers ignore ‘simply do not have the...capacity to cover the near-100 stocks...in the small to midcap universe’: Small Talk Daily analyst Anthony Clark.

‘Look for great companies to hold for the long term, but at the same time look for companies where something strange is going on …’: Jean Pierre Verster, Protea Asset Management.

‘Capitec [is] a good example of an excellent investment, bought for all the right reasons, held for the right reasons, and then sold because of a technicality’: Keith McLachlan of Integral Asset Managers.

'If you've going to put together a portfolio, try to keep it quite narrow,' says Sanlam's Nick Kunze.

‘You need to make up your own mind around whether what the market is seeing is correct, or the opposite. Sometimes it's very difficult’: Craig Gradidge of Gradidge Mahura.

If you are a long-term investor and want to buy something and hold it for at least three to five years, ‘trade ideas’ offers a good spot to start getting involved: Chantal Marx from FNB Private Wealth

The platform has revolutionised the industry by allowing fractional ownership. You don't need to buy one share. You can buy fractions of it. ‘For me investing is a team sport,’ says CEO Charles Savage.

Chief investment officer Dr Andrew Dittberner says, ‘if you're going to panic, you need to be the first to panic – and that’s the Steinhoff story’.

Protea Asset Management CEO Jean Pierre Verster describes how his company uses both a fundamental and a quantitative approach, which he has termed a ‘quantimental’ investment process.

Rezco Asset Management's CIO, Rob Spanjaard.

Private equity looks for businesses generating free cashflow, and uses financial engineering to optimise returns in the business; venture capital is about building something which doesn't exist and turning it into something compelling’: Llewellyn Claasen from Newtown Partners

Jacobus Brink

Arno Lawrenz - CIO of Sasfin Asset Management

Gyongyi King

Alwyn van der Merwe

And why – Hannes van den Berg, co-head of SA Equity & Multi-Asset within the 4Factor team at the asset manager explains.

‘I do believe that our companies from a valuation perspective – even despite those shorter-term risks – are for the longer term in a good position’: CIO Sonja Saunderson from Momentum Investments.

Dr Adrian Saville – investment specialist, Genera Capital, and Gibs professor.

Patrice Rassou - CIO, Ashburton Fund Managers

‘We think SA equities are very compelling right now, and it's a big change in view compared to where we were three years ago, five years ago’ says the Coronation CIO.

Allan Gray CIO Duncan Artus talks equities, Reg 28, cryptos, the Naspers/ Prosus share swop and why the money manager doesn't offer a flexible fund.

‘Marriott is all about helping investors build income streams for when they decide to retire, and ... for a source of income from their investments,’ Duggan Matthews CIO, Marriott Investment Managers.

Marriott Asset Managers still considers a five-year SA bond a very low-risk investment, giving substantially better returns than money sitting in a bank account: CIO Duggan Mathews.

Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast to give both amateur and established retail investors a peek at how professional investors invest. He chats to professional investors about their experiences in selecting potential investments, as well as how successful these processes have been. They discuss their biggest hits and misses and other topics, which may offer a few golden nuggets for listeners ... to become better investors.

Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast to give both amateur and established retail investors a peek at how professional investors invest. He chats to professional investors about their experiences in selecting potential investments, as well as how successful these processes have been. They discuss their biggest hits and misses and other topics, which may offer a few golden nuggets for listeners ... to become better investors.

‘There are certainly signs of things we experienced in 1999/2000, when we had the IT bubble,’ posits Alwyn van der Merwe from Sanlam Private Wealth.

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David Moore – head of alternative investments at Alexander Forbes Investments

Ross Beckly - Fund Mager at High Street Asset Management

CIO Samantha Steyn says 2020 has been ‘not a year we want to remember or relive,' while focusing on the Hummingbird and SuperDogs funds.

Victoria Reavers - Managing Director , Morningstar Investment Management in South Africa

Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast to give both amateur and established retail investors a peek at how professional investors invest. He chats to professional investors about their experiences in selecting potential investments, as well as how successful these processes have been. They discuss their biggest hits and misses and other topics, which may offer a few golden nuggets for listeners ... to become better investors.

‘Over the last four years...we've been negative on SA companies’: Danesh Ranchhod from Franklin Templeton Investments.

Feroz Basa - head of global emerging markets at Sanlam Investments

Kathy Davey - Investment Manager, Ashburton Global Leaders Equity Fund

John Biccard - Ninetyone Value Fund Manager

Justin Floor - fund manager, PSG Asset Management

Sarah-Jane Alexander - Portfolio Manager, Coronation Fund Managers

Murray Winckler, co-founder and portfolio manager of Laurium Capital

Kokkie Kooymanv - executive director and portfolio manager, Denker Capital

Anthea Gardner - CEO, Cartesian Capital

Vanessa van Vuuren - Fund manager, Sanlam Investment Management Small Cap Fund

Fatima Vawda - Managing Director, 27four Investment Managers

Albert Botha - Head: Fixed Income Portfolio Management, Ashburton Investments

Mark Dunley-Owen - Fund manager, Allan Gray

Rob Spanjaard - Chief investment officer, Rezco Asset Management

Shaun le Roux - Fund manager, PSG

Piet Viljoen - Director, Counterpoint Asset Management