Allan Gray - Evaluating Your Investment Manager

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Guest: Nomi Bodlani, head of Private and Direct Clients at Allan Gray.

After a turbulent six months, investors could be forgiven for looking to eliminate risk altogether. But eliminating risk entirely is not possible (or a good idea): Successful long-term investing is about balancing the risk of loss and the risk of losing out. How can you assess whether your portfolios are resilient enough to weather periods of volatility and deliver outperformance over the long term? And, more importantly, how can you evaluate whether your investment manager is the right captain to navigate troubled waters?
5 Aug 2025 12PM English South Africa Business News · Investing

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