webinar
We hear it all the time, yet it remains so true: “It’s not about timing the markets, it’s about time in the markets.”
In this quarter’s webinar, host Leigh Kohler speaks with Omri Thomas of Abax Investments and Leonard Kruger of M&G Investments about how, as two very experienced investment teams, they manage their funds in times of high volatility – and more specifically, in times of deep market drawdowns. Omri and Leonard will demonstrate why it’s better to help your clients navigate these market uncertainties, rather than trying to time the market.
Joao Frasco, our CIO, also joined the discussion and speaks to why it’s important ‘not to be greedy or fearful’ in times of market uncertainty.
DFM Portfolio manager Lubabalo Khenyane kicked off the session with an update on Q3’s local and global model performance.
About the webinar
We hear it all the time, yet it remains so true: “It’s not about timing the markets, it’s about time in the markets.”
The markets are far too volatile and unpredictable for us to try and get right when to get in and when to get out. This year has been all about volatility and market drawdowns and while it has been such a scary ride for most investors, it has been even scarier for advisers and their clients.
You can expect to learn about:
- Understanding the potential negative impact of attempting to time the market on client investment outcomes
- Understanding the process of managing shares and other asset classes in times of high market volatility
- Understanding different definitions of risk i.e. volatility vs permanent loss of capital
The speakers
Leigh Kohler
Head of DFM,
INN8 Invest
Leigh joined STANLIB Multi-Manager in 2020 as Head of DFM. He started in the industry in 2003 at Glacier, where he held a number of senior roles including Head: Investment Administration; Head: Asset Manager Research; Head: Investment Solutions – a portfolio that included Glacier Research, Glacier Manco; Glacier Invest (DFM)). He then joined Sanlam Multi-Manager in 2019 as Head: Business Solutions, continuing his role within the DFM, but included a broader mandate including product; distribution; proposition; and institutional business.
Omri Thomas
Director,
ABAX Investments
Omri Thomas is a director at Abax Investments where they oversee assets of R90bn.
He is the lead portfolio manager of the Nedgroup Opportunity Fund (Medium Equity Balanced Fund) as well as the Amplify Flexible Equity Fund.
Both funds rank in the top decile of their respective categories over the last 1,3 and 5 years.
Prior to joining Abax, Omri was the Chief Investment Officer of Sanlam Investment Management.
Omri is a Chartered Accountant and a Chartered Financial Analyst.
Leonard Krüger
Portfolio Manager,
M&G Investments
Leonard joined M&G Investments in October 2020. He is currently the joint Portfolio Manager of the M&G Balanced, Inflation Plus, SA Equity and Target Income Funds, as well as the Namibian Balanced and Inflation Plus Funds.
With 14 years of dedicated investment management experience, Leonard spent the first three years of his career as an actuarial analyst at Liberty Life, before joining Allan Gray as an equity analyst in 2007. During his investment career he has covered a wide variety of companies and sectors. In 2014, he started managing a portion of the Allan Gray Equity and Balanced Funds, and from 2015 a portion of the Allan Gray Stable Fund (across all asset classes) as well as all of Allan Gray’s legacy segregated private client equity portfolios.
Leonard holds an Honours Degree in Business Science (Actuarial Mathematics) from the University of Pretoria and is a Fellow of the Institute and Faculty of Actuaries.
Lubabalo Khenyane
Portfolio Management,
Liberty DFM
Industry experience – 16 years
Lubabalo started his career at Investment Solutions in 2006 as a performance analyst. In 2011, he transferred into the IS Investment Team as an Investment Analyst focusing on multi-asset class portfolios in SA and Namibia. Lubabalo progressed to be a Portfolio Manager in the Global Team, performing all the typical functions of a portfolio manager.
He joined STANLIB Multi-Manager in 2015 as a Portfolio Manager focusing on various specialist collective investment schemes and multi-asset class portfolios.
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