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ALLAN GRAY FEATURE – The power of 1%
Manage episode 424755366 series 3581044
Kaya 959에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kaya 959 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
GUEST – Radhesen Naidoo - Joint head of Institutional Clients at Allan Gray
In tennis, a match may last for two to three hours, and a tournament lasts for two weeks, but a career, multiple years. To play exceptionally well consistently is difficult. Similarly, many investment managers may achieve stellar investment returns over one quarter or a year, but over decades and through different market cycles, outperformance becomes challenging.
An interesting aspect about professional sport is the margins by which you win. Being marginally better can translate into substantial advantages. In the world of long-term investing, every 1% return matters a great deal to your investment outcomes over time.
Radhesen Naidoo, Joint head of Institutional Clients at Allan Gray, joins Kaya Biz to discuss why a difference of 1% is so meaningful to long-term investing success. Kaya 959
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In tennis, a match may last for two to three hours, and a tournament lasts for two weeks, but a career, multiple years. To play exceptionally well consistently is difficult. Similarly, many investment managers may achieve stellar investment returns over one quarter or a year, but over decades and through different market cycles, outperformance becomes challenging.
An interesting aspect about professional sport is the margins by which you win. Being marginally better can translate into substantial advantages. In the world of long-term investing, every 1% return matters a great deal to your investment outcomes over time.
Radhesen Naidoo, Joint head of Institutional Clients at Allan Gray, joins Kaya Biz to discuss why a difference of 1% is so meaningful to long-term investing success. Kaya 959
76 에피소드
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