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  • Welcome

    Taking Stock 2016

    Locally, we have momentarily dodged the downgrade, but municipal elections lie ahead. Held against a backdrop of low growth, high unemployment and an angry electorate, it is little wonder that investors are anxious. However, now is the time for courage and determination - not avoiding risk, but managing it. Join Clyde Rossouw and Jeremy Gardiner as they set out the key challenges, and how we are acting to avoid the pitfalls without missing the opportunities.

    Please explore our event site where we bring you views from Jeremy Gardiner, Clyde Rossouw and our other leading investment professionals.

  • Presentation & viewpoints

    Presentation & viewpoints from 2016


    Taking Stock event presentation

    By Sangeeth Sewnath & Clyde Rossouw

    Download PDF

    Taking Stock publication

    Analysis and commentary from across our business & investment markets.

    View e-zine Download PDF


    Highlighting the importance of ‘return on invested capital’.

    Download Viewpoint Download Indicator


    Taking Stock event presentation

    By Sangeeth Sewnath & Rhynhardt Roodt

    Download PDF

    Navigating challenging equity markets

    By Hanré Rossouw

    Download PDF

    Taking Stock summer edition

    By Investec Asset Management

    View e-zine

    Sustainable earnings revisions are crucial in tough markets

    By Rhynhardt Roodt

    Download PDF

    From Africa to ZAR: The themes that will dominate in 2016

    By Jeremy Gardiner

    Download PDF

    Presentation & viewpoints from 2015

    View last year’s presentation

    By Clyde Rossouw


    Download PDF

    Quality investing brochure

    By Investec Asset Management

    Download PDF

    Measuring your manager

    By Sumesh Chetty

    Download PDF

    Keeping our nose above water

    By Jeremy Gardiner

    Download PDF
  • Opportunity Fund

    Why choose the Investec Opportunity Fund?

    The Investec Opportunity Fund has a long-term track record of successfully limiting losses during times of equity market volatility. In the long term it has provided investors with the opportunity to create real wealth.

    • A well-diversified portfolio built to perform in different market conditions.
    • A repeatable process supported by long-term investment principles.
    • A consistent long-term performance track record .
    • Managed by a dedicated and highly experienced quality team.
  • Highlights


    Summer 2017

    Winter 2016

    Quality investing at Taking Stock
    Clyde Rossouw outlines the current market environment and how it is affecting his portfolio positioning.

    Quality investing at Taking Stock
    Clyde Rossouw outlines the current market environment and how it is affecting his portfolio positioning.

  • Speakers

    Speaker profiles

    Sangeeth Sewnath

    Deputy Managing Director, Africa Client Group
    Joined the firm in 2000
    Joined the industry in 1998

    Sangeeth is the deputy managing director of the Africa Client Group and has been with Investec Asset Management since 2000. He is responsible for the strategic direction of the business and several of our key client relationships.

    Prior to this role, Sangeeth was the Global Head of Product Development and worked collaboratively with the investment and business development teams in order to develop and enhance the various investment capabilities offered to advisor and institutional investors.

    Sangeeth is an actuary by profession and an alumnus of Harvard Business School’s leadership development programme.

    Read more

    Clyde Rossouw - Co-Head of Quality

    Joined the firm in 1999
    Joined the industry in 1994

    Clyde is Co-Head of Quality at Investec Asset Management. He is portfolio manager with a focus on multi-asset absolute return and low volatility real return equity investing. His portfolio manager duties include our flagship Opportunity strategy that he has run since 2003 and our equity oriented Global Franchise and Global Quality Equity Income strategies.

    Clyde joined the firm in 1999, initially as an asset allocation and sector allocation strategist. Prior to Investec Asset Management, Clyde was awarded a study bursary by Sanlam where he worked for eight years, including five years in asset management. His experience in investments there included fixed income analysis and portfolio management.

    Clyde graduated from the University of Cape Town with a Bachelor of Science degree in Statistics and Actuarial Science. He was awarded the Certificates in Actuarial Techniques in 1995, and Finance and Investments in 1997 by the Institute of Actuaries in London. Clyde is a CFA Charterholder.

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    Jeremy Gardiner

    Joined the firm in 1992
    Joined the industry in 1990

    Jeremy Gardiner is a director at Investec Asset Management with global responsibility for all media relations, advertising, events and branding in all the jurisdictions in which the firm operates. In addition, he is a regular voice in the media, at conferences and to the investment related world at large, responsible for communicating Investec Asset Management’s views on current affairs, economics and investment markets.

    A director of the company since 1999, he is also one of the longest standing members of the global executive management team. Jeremy’s career at Investec began in 1991, when he joined the Property Finance Division, and was instrumental in structuring financial deals for commercial property acquisitions.

    He transferred to Investec Asset Management in 1993 as the portfolio manager responsible for the elite private client’s area. In 1995 Jeremy was appointed Head of Investec’s Unit Trust division, during which time the company won several prestigious awards for investment excellence.

    Jeremy also served on the board of Western Province/ Stormers rugby from 2003 to 2005, during which time their performance was particularly poor!

    Jeremy studied accountancy at the University of Cape Town and economics at the University of the Witwatersrand.

    Read more
  • Venues


    Wednesday 10 August 2016
    The Oyster Box
    2 Lighthouse Road
    Umhlanga Rocks


    Thursday 11 August 2016
    Hilton Sandton
    138 Rivonia Road


    Friday 12 August 2016
    Waterkloof Golf Club
    Johann Rissik Drive

    Cape Town

    Friday 19 August 2016
    The Westin Cape Town
    Convention Square
    Lower Long Street