Investment School: Too conservative? The risk of leaving long-term returns on the table

Stephen Grootes speaks to Kingsley Williams, Chief Investment Officer at Satrix, and Kopano Makhu, Portfolio Manager for Multi-Asset at Mazi Asset Management, about how investors should think about risk in relation to their investment time horizon. They look at why longer-term investors may be able…

Investment School: How stock-market indices work and what they mean for investors

Stephen Grootes speaks to Grant Nader, Portfolio Manager at Benguela Global Fund Managers, and Vincent Anthonyrajah, CEO of Differential Capital, about how stock-market indices are constructed, how companies qualify for inclusion and what happens when they fall out. The Money Show is a podcast hos…

Investment School: Three smart steps before you hire a financial adviser

Ray White speaks to Gary Booysen, portfolio manager and director at Rand Swiss, to discuss three essential steps to take before hiring a financial adviser. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, busi…

Investment School: What can decades of financial data actually tell us — and where does it lie?

Stephen Grootes speaks to Dr William Wright, Lead Data Scientist at Differential Capital, and Wayne McCurrie about why the quality, depth and limitations of historical market data matter, and how factors such as survivorship bias and unreliable datasets can undermine the credibility of even the mos…

Investment School: Monopoly stocks and how the concentration of large shares crowds out diversification.

Stephen Grootes speaks to Makwe Masilela, founder and CIO of Makwe Fund Managers and Asanda Notshe, Chief Investment Officer at Mazi Asset Management about the growing concentration of the JSE in a small number of large companies and what this means for investors. With market-cap-weighted indices g…

Investment School: What makes a successful asset manager over the long term? 

Stephen Grootes speaks to Darryl Moodley, CEO of Sanlam Investments Multi-Manager, and Dr Musa Malwandla, Co-CIO of Differential Capital, about what makes an asset manager successful over the long term and how investors should choose who manages their money. They unpack what investors should look f…

Investment School: Dividend Yield vs Dividend Payout: What the difference means for your investment returns

Motheo Khoaripe speaks to Grant Nader, Portfolio Manager at Benguela Global Fund Managers, and Gary Booysen, Portfolio Manager and Director at Rand Swiss, about the difference between dividend yield and dividend payout ratio and what these measures tell investors about an income stock. A high divid…

Investment School: Can investing ever be truly ethical and systematic at the same time?

Stephen Grootes speaks to Dr William Wright, Lead Data Scientist at Differential Capital and Sifiso Skenjana, Managing Director of ESG Analytics about how quantitative investing is reshaping ESG and responsible investing, the challenges of translating ethical considerations into investment models, …

Investment School: The Difference between quality and value investing

Stephen Grootes speaks to Grant Nader, Portfolio Manager at Benguela Global Fund Managers, and Wayne McCurrie about the difference between quality and value investing, two distinct approaches to selecting shares. They look at what investors are actually buying with each strategy, how quality busine…

nvestment School: The importance of portfolio construction and risk management

Stephen Grootes speaks to Jaynesh Bhana, Business Development Manager at Mazi Asset Management, Viv Govender, Portfolio Manager at Rand Swiss, about why portfolio construction and risk management remain the foundations of successful investing. The recent collapse of the US-based Situational Awarene…