Investing with Pascal’s Wager in mind

  I recently attended Foord Asset Management's Mind of the Manager event which was kicked-off by MD Paul Cluer. Paul reminded us of the story of Pascal's Wager, and illustrated how Foord apply the philosophy of Pascal's tale to how they manage money.   Source: Wikipedia Recap: Pascal's Wager Blaise Pascal was a 17th-century French … Continue reading Investing with Pascal’s Wager in mind

Prudential Investment Managers: Why active management beats passive in South Africa

Prudential Investment Managers' Johnny Lambridis penned an interesting article last month in the Active/Passive debate. Some of the points he made were: Passive investing is gaining ground in the South African market, mainly due to the (generally) lower fees involved compared to actively managed funds, but also based on some misperceptions stemming largely from the … Continue reading Prudential Investment Managers: Why active management beats passive in South Africa

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: “How much should I have offshore?”

At a recent presentation by Coronation Fund Managers, they tried to ask and answer this question. These were their views... The answer: "It depends". Ultimately, it requires a comprehensive financial planning process with the assistance of a competent financial adviser. Including offshore exposure reduces your expected risk and increases your expected return 20-30% exposure needs … Continue reading Coronation: “How much should I have offshore?”