Seth is a portfolio manager for the Mazi Africa Fund. Seth always does his best to eschew straddling in his investment decisions. He believes one should have conviction in company selection but avoid overconfidence, because the latter is inversely proportional to reward.
Seth takes a comprehensive approach to valuation, examining intrinsic value with current prices and what the market is implying in those prices.
Seth has 28 years of investment experience in equities research and portfolio management.
Seth has a Bachelor of Science (Hons) in Mathematics and a Master of Arts in International Finance.