Inside the mind of a fund manager: 15 years of opportunity
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What does it take to protect capital without sacrificing growth?
In this episode of Inside the Mind of a Fund Manager, Keletso Mphoman, Investment Analyst at Nedgroup Investments, sits down with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund, as the fund celebrates its 15-year milestone. They discuss how the fund balances the competing objectives of capital preservation and long-term growth, the lessons learned through periods of market volatility, and why resilience is often one of the most important attributes for successful investing.
The conversation explores the role of valuation discipline, how structured notes are used to manage risk, and where Omri is finding opportunities in today's market despite concerns around elevated equity valuations, rising bond yields and geopolitical uncertainty.
In this episode of Inside the Mind of a Fund Manager, Keletso Mphoman, Investment Analyst at Nedgroup Investments, sits down with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund, as the fund celebrates its 15-year milestone. They discuss how the fund balances the competing objectives of capital preservation and long-term growth, the lessons learned through periods of market volatility, and why resilience is often one of the most important attributes for successful investing.
The conversation explores the role of valuation discipline, how structured notes are used to manage risk, and where Omri is finding opportunities in today's market despite concerns around elevated equity valuations, rising bond yields and geopolitical uncertainty.
