Smart Money – Ninety One’s Hannes van den Berg
In this Smart Money with Alishia Seckam interview, Ninety One’s Hannes van den Berg discusses the biggest investment opportunities and risks in South Africa right now.
Van den Berg is the head of South African equity and multi-asset within the 4Factor team at Ninety One.
He is a qualified chartered accountant and CFA charter holder with 20 years of experience in corporate finance, hedge funds, valuation, equity, and financial modelling.
Before joining Ninety One, he was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk.
Van den Berg is also a founding member and the former head of finance at MiWay Insurance.
He holds a Bachelor of Accounting Honours and a Bachelor of Accounting Masters degree from Stellenbosch University.
The interview
In this interview, Van den Berg discusses his outlook for South African equities following establishing the country’s Government of National Unity.
He expands on where he is looking for growth opportunities and how long it will be before they appear.
Van den Berg also explains how Ninety One is managing the risks presented by South Africa’s new political landscape.
He concludes the interview by discussing whether investors should temper their expectations for the returns these opportunities will offer.
Watch the full interview with Hannes van den Berg below.
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