Taking stock with Investec: Going nowhere slowly but don’t bet against the pros

I attended the most recent Taking Stock presentation by Investec Asset Management on Friday morning. The main speakers were Malcolm Charles, Head of Fixed Income and Clyde Rossouw, Co-Head of Quality.  Malcolm's portfolio manager duties includes the Diversified Income Fund. Clyde's portfolio manager duties include the Investec Opportunity, Cautious Managed and Global Franchise Funds. Jeremy Gardiner … Continue reading Taking stock with Investec: Going nowhere slowly but don’t bet against the pros

Coronation Global Markets & Funds Update

This morning I attended the Coronation Global Markets & Funds Update. The presenters were Gavin Joubert and Neil Padoa. Gavin is head of Coronation's Global Emerging Markets investment unit. Gavin has 18 years' experience as an investment analyst and portfolio manager. He joined Coronation in 1999 and currently co-manages the Global Emerging Markets Equity strategy. … Continue reading Coronation Global Markets & Funds Update

Nedgroup Investments Global Equity Fund update

I keep abreast of a number of local and global unit trust funds, particularly those in which my clients are invested, or may invest in the future. Veritas Asset Management & Nedgroup Investments This afternoon I attended a presentation by Andy Headley of London-based Veritas Asset Management. Andy is a co-fund manager of the Veritas … Continue reading Nedgroup Investments Global Equity Fund update