And having 15 to 30 shares does not in itself give you diversification because they could all be dancing to the same song – it s about finding ideas that are attractively priced but uncorrelated to each other: Iain Power, CIO at Truffle Asset Management.
Jeffrey Quvane, director responsible for the oversight of Energy and Telecommunications at National Treasury, talks about what the independent consortium is.
The Fairtree macro strategist and portfolio manager talks about his move from economics to the asset management industry, his worst-ever trade, and why Dimension Data was his first buy.
‘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 Management.