‘With long-only you have a blunt hammer in your toolbox … whereas in a hedge fund, you have a whole array of tools’ – Jonathan du Toit, Oyster Catcher founder and CEO.
‘If you want to buy because you think somebody else will be greedier than you, you really have to hope they're a bigger fool than you are’: Madalet Sessions – Denker Capital.
Some people don't understand how much a rand is worth, and I think that's where a lot of people destroy value: Kagisho Mahura, director at Gradidge-Mahura Investments.
And having 15 to 30 shares does not in itself give you diversification because they could all be dancing to the same song – it's about finding ideas that are attractively priced but uncorrelated to each other: Iain Power, CIO at Truffle Asset Management.
Investors need to wrap their heads around the fact that expecting dramatic positive outcomes over shorter time horizons comes with a lot of risk of getting things wrong: Foord Asset Management investment professional Linda Eedes.
From Diagonal Street and being ‘almost like a gunslinger type of trader’ to being ‘humbled’ by the markets and developing patience: Patrick Mathidi of Aluwani Capital Partners shares his investment insights.