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  • Welcome

    Welcome

    Déjà vu?

    2018 started off well, but then descended into gloom and despair as Trump’s tariff war, a strong US dollar and rising US interest rates ravaged emerging markets, including South Africa. 2019 also started well, but despite successful elections, a resurgent tariff war has once again scared foreign investors away, including from South Africa. What is Trump’s strategy? Will he soften on the Chinese? And can our president withstand the forces of evil who want to “Venezuela” our country?

  • Presentations & viewpoints

    Presentation & viewpoints

     

     

  • Our Funds

    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

    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

    Speakers

    Brian Kahn

    Brian Kahn retired from the South African Reserve Bank at the end of September 2018 after 19 years of service. During his time at the SARB he initially served as deputy head of the Research Department, and from 2009 as Adviser to the Governor. He was appointed to the Bank’s Monetary Policy Committee at its formation in October 1999, and remained a member of the MPC until his retirement. He was also a member of the Bank’s Financial Stability Committee.

    Peter Kent

    Co-Head of SA & Africa Fixed Income

    Joined the firm in 2012
    Joined the industry in 2000

    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.

    Hannes van den Berg

    Co-Head of SA Equity & Multi-Asset

    Joined the firm in 2017
    Joined the industry in 2004

    Hannes is the co-head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. 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.

    Jeremy Gardiner

    Marketing Director, Communications

    Joined the firm in 1992
    Joined the industry in 1990

    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.

  • Venues

    Venues

    Port Elizabeth

    Tuesday, 30 July 2019
    The Boardwalk Hotel and Convention Centre, 2nd Avenue, Beach Road

    Durban

    Wednesday, 31 July 2019
    Hilton Durban, 12-14 Walnut Rd

    Cape Town

    Thursday, 2 August 2019
    Century City Convention Centre, No. 4 Energy Lane, Century City

    Johannesburg

    Tuesday, 6 August 2019
    The Maslow Hotel Sandton, Rivonia Rd & Grayston Dr, Sandton

    Pretoria

    Wednesday, 6 August 2019
    Time Square Casino, 209 Aramist Ave, Menlyn