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Clyde Rossouw Explains How His Investec …opportunity fund is beating the market [business |2016-06-07]

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Money manager Clyde Rossouw supports the theory that investors improve with age. Having run the Investec Opportunity unit trust for over a decade, he has been enjoying a purple patch over the past couple years, comfortably beating the market - and competitors. In this fascinating interview with Biznews.com's Alec Hogg, he explains why his fund is still staying away from resources stocks (unpacking why Assore is the obvious one exception) and giving the rationale behind the apparently contradictory view of his heavy offshore holdings but also owning a chunk of South African bonds.

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