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  • Welcome


    We're halfway into 2018, and Trump is alienating Iran, whilst befriending North Korea. The world is watching nervously. Seemingly oblivious, the US dollar is powering ahead, leaving emerging market currencies, including the rand, struggling in its wake. Meanwhile, our new President has indeed moved fast - faster than even the most optimistic were thinking. Yet still, not all is right.

    Join Jeremy Gardiner, Malcolm Charles (Co-Portfolio Manager: Investec Diversified Income Fund) and Hannes van den Berg (Co-Portfolio Manager: Investec Equity Fund) as we offer guidance as to where this is all going, and what it means for your investments.

  • Presentations and viewpoints

    Presentation & viewpoints

    Can investors look forward to a silver lining

    While we started the year on a positive note, policy uncertainty, contracting domestic growth, trade wars and the global risk-off environment have contributed to a challenging market for investors. It is encouraging that despite disappointing returns and increased volatility, many of our advisors are holding the line and not bowing under pressure to make irrational decisions.

    While those who have been invested for a long time have experienced the benefits of double-digit returns and the power of compounding, it is those newer clients who have only experienced paltry returns that may need your encouragement to stay the course. Volatility and market weakness are uncomfortable, but they create opportunities and as always, we are committed to finding them.

    In this edition of Taking Stock publication, Jeremy Gardiner discusses the current market weakness, Clyde Rossouw and Danielle Lavan evaluates the quality investment case for tobacco stocks, Jaco van Tonder takes a closer look at why a sensible income strategy is critical for living annuity investors and Nazmeera Moola argues why good policy-making calls for skillful political maneuvering. As usual Taking Stock is introduced by Sangeeth Sewnath and we feature a Q&A with CEO designate John Green.

    Click here to read our latest edition of Taking Stock
  • Funds in focus

    Our Funds in focus

    Investec Diversified Income Fund

    The Investec Diversified Income Fund offers an actively managed globally integrated fixed income solution for the domestic investor.

    Why choose this fund?

    Core, defensive income fund, aiming to outperform cash over time

    Actively managed - continuously analysing fixed income instruments

    Participation in bond bull markets and protection in bond bear-markets

    Investec Equity Fund

    The Investec Equity Fund is an actively managed high-conviction portfolio with a solid long-term track record. Built around a robust, repeatable but not replicable investment process, the Fund aims to deliver long term capital growth.

    Why choose this fund?

    Not benchmark cognisant and is a high conviction portfolio of best ideas

    Will invest in companies across all market sectors where profit and earnings expectations are rising

    Makes high conviction investments in specific stock ideas where earnings expectations are rising & valuations are reasonable

    Our core funds

  • Speakers

    Speaker profiles

    Hannes van den Berg

    Portfolio Manager

    Hannes is a portfolio manager responsible for the SA Equity & Multi-Asset strategies in Investec Asset Management’s 4Factor team. His focus is on the General Equity and Balanced strategies and equity hedge funds.

    Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk. Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers.

    Read more

    Hannes holds a Bachelor of Accounting Honours as well Bachelor of Accounting Masters degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA Charterholder.

    Jeremy Gardiner

    Director, 25 years with the firm

    Jeremy is a regular voice in the media, at conferences and to the investment-related world at large, responsible for commenting on current affairs, economics and investment markets.

    Taking on a number of positions including Head of Nationals and Networks, Director of Global Partnerships and Director of Advisory and Partnerships Sales.

    In his position, Jeremy is inundated with information from the world’s top analysts, on everything from politics to petrol. Jeremy’s challenge is consolidating all this information and bringing it to you in an understandable format that you will find interesting and informative.

    With the company since 1992, Jeremy has been with the firm for 25 years, during which the business grew from a small Cape Town Asset Management firm to a significant global business managing clients assets in excess of R1.6 trillion*.

    Read more

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

    Although he studied accounting at the University of Cape Town and Economics at the University of Witwatersrand, Jeremy is neither an accountant nor an economist, but uses these skills to demystify what the accountants and economists are saying.

    * as at 30th June 2017.

    Malcolm Charles

    Portfolio Manager

    Malcolm is a portfolio manager in the South African Rates team, with responsibility for a range of fixed income portfolios, including the Flexible Bond, Dynamic Bond and Diversified Income strategies as well as the Fixed Income hedge fund.

    Prior to joining Investec Asset Management in 2001, he worked for African Harvest Fund Managers and Old Mutual Asset Managers, as both a fixed interest trader and portfolio manager.

    Read more

    Malcolm graduated from Rhodes University with a Bachelor of Commerce degree in Accounting, Business Administration and Commercial Law.

    Peter Kent

    Co-Head of SA & Africa Fixed Income

    Peter is a Co-Head of SA & Africa Fixed Income and is a portfolio manager in the South African Rates team at Investec Asset Management. He has responsibility for a range of fixed income portfolios, including the Flexible Bond and Diversified Income strategies, complementing the team with his global macro experience.

    Prior to joining Investec Asset Management, he spent eight years as an interest rate derivative trader at Goldman Sachs in London, with responsibility for managing European swap flow and prop books.

    Read more

    Peter holds a Bachelor of Commerce (Hons) from the University of Cape Town, and a Master of Science degree in Finance from the London Business School. He is also a Chartered Accountant (SA) and a CFA Charterholder.

  • Venues

    Port Elizabeth

    Friday 27 July 2018, 10:00 - 12:00pm

    The Boardwalk Hotel and Convention Centre
    Marine Drive


    Wednesday 1 August 2018, 10:00 - 12:00pm

    Hilton Durban
    12-14 Walnut Rd
    Durban Central

    Cape Town

    Thursday 2 August 2018, 10:00 - 12:00pm

    Century City Convention Centre
    No. 4 Energy Lane
    Century City


    Tuesday 7 August 2018, 10:00 - 12:00pm

    Hilton Sandton
    138 Rivonia Rd


    Tuesday 7 August 2018, 15:00 - 17:00pm

    Pretoria Country Club
    241 Sidney Street