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Ep 06 | Keith McLachlan

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Manage episode 424755345 series 3581054
Content provided by FinMeUp Channels. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FinMeUp Channels or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In episode 06 of The FinMeUp podcast, Higgo sits down with Keith Mclachland, Investment Officer at Integral Asset Management (Pty) Ltd.

Higgo and Keith discuss the state of the market diving into Renergen, Santova, Grindrod and Meta.

More about Keith

His CA (SA) and dual-accounting/economics degree offer a good, balanced foundation, but really he has focussed on fundamental & investment analysis, portfolio management and, ultimately, asset management for almost two decades now. Having run a specialist small/mid cap mandate, a number of large cap portfolios & advised on a range of offshore mandates & even structured notes, he has broad experience yet retains a key focus on fundamentals. His investing style elevates quality (of which growth is an attribute) while remaining very sensitive to valuation and, from a portfolio perspective, optimal diversification.

Find Podcast Guest here: LinkedIn

Disclaimer: Nothing in this video should be seen as financial advice. Everything stated is for educational and entertainment purposes. Only opinions are expressed.

  continue reading

35 episodes

Artwork
iconShare
 
Manage episode 424755345 series 3581054
Content provided by FinMeUp Channels. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FinMeUp Channels or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In episode 06 of The FinMeUp podcast, Higgo sits down with Keith Mclachland, Investment Officer at Integral Asset Management (Pty) Ltd.

Higgo and Keith discuss the state of the market diving into Renergen, Santova, Grindrod and Meta.

More about Keith

His CA (SA) and dual-accounting/economics degree offer a good, balanced foundation, but really he has focussed on fundamental & investment analysis, portfolio management and, ultimately, asset management for almost two decades now. Having run a specialist small/mid cap mandate, a number of large cap portfolios & advised on a range of offshore mandates & even structured notes, he has broad experience yet retains a key focus on fundamentals. His investing style elevates quality (of which growth is an attribute) while remaining very sensitive to valuation and, from a portfolio perspective, optimal diversification.

Find Podcast Guest here: LinkedIn

Disclaimer: Nothing in this video should be seen as financial advice. Everything stated is for educational and entertainment purposes. Only opinions are expressed.

  continue reading

35 episodes

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