In the second episode of our asset manager series, INN8 Invest’s manager research analyst, Cleo Molepo, talks quality investing with Ninety One’s portfolio manager, Sumesh Chetty.
Sumesh leads absolute return strategies and co-manages the Cautious Managed and Absolute Balanced Strategies. With an actuarial background, he brings extensive experience and has been a key player since joining in 2007. Graduated with honors in Actuarial Science, Sumesh holds fellowships in both the UK and South Africa’s Actuarial Societies.
Together they unpack the investment process in action connecting what quality means for an investment strategy and how the team navigates key inflictions points. Tune into our podcast today and connect the dots.
- Read: Facts vs Fiction… and How to Think About the Value of Companies, Drawing on years of research in asset management and market analysis, Joao Frasco unpacks the contrasting strategies investors employ when assessing companies’ worth.
- Watch: In the Room with Ninety One, Now that the era of easy money has ended, many companies are ill-prepared for higher interest rates. With earnings and balance sheets expected to take centre stage, who will be the stock market winners and losers?
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