"Investors must find companies who create their own growth trajectory through M&A or cost cutting...companies who are just hanging around are not good enough."
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.
Iain Power of Truffle Asset Management: we’ve been consistently reducing equity exposure over the last 18, 24 months as we’ve seen less value in our market.
Devin Shutte of MyWealth Investments: ‘I think we will see some moderate strength come back to the rand as soon as this year.’
17 min
About Be a Better Investor
From the publisher's feed
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.