Local Equities I Masterclass - November 2025
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Learning: Knowledge
Three top portfolio managers debate South Africa’s next steps—where to find growth, the risks surrounding gold, and the opportunities investors may be missing. In this discussion, our host, Joanne Baynham, is joined by:
- Chantelle Baptiste – Head of Equity Research and Portfolio Manager, Fairtree
- Gavin Wood – Chief Investment Officer, Camissa Asset Management
- Hannes van den Berg – Co-Head of SA Equity & Multi-Asset within the 4Factor team at Ninety One