In this episode Charles tells:
How he took advantage of his big break to change the arc of his career.
How he balances logical analysis with intuition.
How the best way to get rich is … slowly.
We also discussed:
The degree to which perfectionists struggle as portfolio managers.
The importance of culture, and cultural fit, in investment teams.
The probability of failure of smaller asset management firms in SA.
Charles De Kock is co-head of absolute return funds at Coronation Fund Managers. He started his working life as a lecturer in economics at the University of Pretoria. After 7 years he joined the investment division of Old Mutual, where he ultimately became chief investment officer. After 19 years at Old Mutual he joined Coronation, and he’s been there for the past 17 years.
Investment Community #6