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'Not everyone has the stomach to be a good investor'

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. ....

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'Be wary of emotional investments' – Jacobus Lacock

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. ....

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The small-cap sector, a really tough place to pick winners

‘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. ....

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