Connect The Dots | INN8 INN8 Connect

Welcome to Connect the Dots, the podcast where our host, Imelda Watkins, a distinguished portfolio manager at INN8 Invest, delves into the intricate world of ESG (Environmental, Social, and Governance) alongside guests Unathi Loos, Deputy Head of SA Equity & Multi-Asset at Ninety-One, and Oyena Mtuzula, Head of Credit at Terebinth. 

Together, they navigate the complexities of ESG integration within investment processes, exploring the nuanced dynamics inherent in ESG-driven decision-making. Furthermore, our experts meticulously dissect the associated risks from a fixed income perspective, providing invaluable insights for discerning investors. 

We invite you to join Imelda, Unathi, and Oyena as they meticulously Connect the Dots on ESG, equipping you with the knowledge and expertise to elevate your professional practice to new heights. 

In this podcast, host Jennifer Henry, Deputy Chief Investment Officer, unpacks the inaugural Diamond Awards with Leigh Kohler, Head of DFM, and Joao Frasco, Chief Investment Officer. 

Leigh Kohler brings over 20 years of industry expertise, starting his career in 2003 at Glacier before joining INN8 Invest as Head of DFM in 2020. With diverse roles including Head of Research and Investment Solutions, Leigh's experience spans investment administration, research, and product development. Joao Frasco, as the Chief Investment Officer at INN8 Invest, shapes the investment philosophy and leads a team of seasoned professionals, ensuring the firm's commitment to delivering high-quality investment solutions. 

Join us as Leigh Kohler, Jennifer Henry and Joao Frasco connect the dots on the inaugural Diamond awards and the impact of the awards in the investment landscape. 

In this podcast episode, host Rembuluwani Ramuluvhana, Manager Research Analyst at INN8 Invest, dives into the world of asset management with Warren Riley, CFA, Analyst and Co-Portfolio Manager at Bateleur.  

With over 15 years of experience in the investment industry, Warren shares insights on boutique asset management, distinguishing factors from larger firms, and navigating market dynamics locally and globally. He emphasizes the importance of performance, niche expertise, and long-term focus for boutique managers, offering valuable advice for aspiring professionals. 

Join us as Warren connects the dots on the nuances of the industry and shares his expertise on achieving success in asset management. 

Delve into the competitive advantage of boutique managers and their inherent flexibility in our third episode hosted by INN8 Invest's Manager Research Analyst, Puleng Kgosimore. 

In conversation with Puleng are Truffle portfolio managers Saul Miller, who has 25 years of investment and portfolio management expertise and who has been integral to the Truffle team since 2016, and Sophié-Marié, who boasts a rich 25-year background in investment.  

Discover the insights and wisdom these seasoned professionals bring to the table as they explore the dynamic landscape of boutique managers and the adaptable strategies they employ. 

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. 

Welcome to a new season of 'Connect the Dots,' this season we will be shedding light on the intricate world of manager research. In this exciting new season, we're thrilled to introduce you to our new host, Jennifer Henry, an industry veteran with 20 years of expertise spanning finance, IT, and investment management. 

Alongside Jennifer, we have two remarkable guests joining us. Waseem Abrahams, Head of Distribution of INN8 Invest, brings over 15 years of invaluable experience, while Leigh Kohler, our Head of DFM, boasts a stellar track record spanning more than two decades. 

Together, they'll guide you through the complex landscape of investment strategies, market insights, and the unique approaches that set INN8 Invest apart. Get ready to embark on a journey of discovery as we uncover the secrets behind successful investments and continue to connect the dots in the world of finance