The Long View
Hendrik du Toit: 'Small Things Can Make a Big Difference'
Jan 21, 2025
Hendrik du Toit, CEO and co-founder of Ninety One Asset Management and board member of Naspers, shares his insights on the evolving investment landscape. He discusses the balance of financial returns with sustainability, emphasizing market-based solutions. Du Toit dives into the impact of digital transformation and regulation on companies like Tencent, while highlighting opportunities in emerging markets debt. He also expresses optimism for South Africa's future and shares his enthusiasm for outdoor sports like the Cape Epic.
53:41
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Quick takeaways
- Hendrik du Toit emphasizes Ninety One's commitment to sustainable equity investments and the importance of transparency in addressing environmental challenges.
- Du Toit highlights the growth potential of emerging markets, advocating for proactive engagement to unlock investment opportunities beyond developed economies.
Deep dives
Background and Growth of 91 Asset Management
Hendrik Dutoy, CEO and co-founder of 91 Asset Management, provides insight into the company's origins in South Africa, where it started with just two clients in 1991. Over the years, 91 has expanded significantly, now managing substantial assets primarily sourced from institutional investors globally, with South Africa remaining its largest market. The South African investment landscape is described as sophisticated, akin to other developed markets like Canada and Australia, with a century-long tradition of pension management. Dutoy emphasizes the maturity of the local mutual fund market and the expertise of the intermediary community, making South Africa a unique yet advanced financial environment.
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