'We're looking for the companies that are going to dominate the market in three, four, five years' Investment rockstar David Shapiro – deputy chair, Sasfin.
"I figured out compounding relatively early on in my life, and I actually started a little business breeding rabbits because I’d figured out they compound very fast."
‘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 Capital 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 Management.
‘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 Investments.
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.
'Private equity looks for businesses generating free cash flow, while venture capital is about building something that doesn't exist and turning it into something compelling’: Llew Claasen from Newtown Partners.
Novare is trying to beat inflation by 3.5% – ‘but with substantially less volatility than the JSE’, says Jacobus Brink, who heads up its multi-management division and is also a musician.
Sasfin CIO Arno Lawrenz on duration management, credit risk within funds, the public-sector wage bill, and finding the high-yield/reduced volatility sweet spot when it comes to income funds.
