The article discusses Manie Marais’ disagreement with John Biccard’s investment advice, particularly regarding investing in JSE shares on a large scale due to the high risks in South Africa. Marais suggests a value ETF composition with equal weight ETTs as a more suitable solution. He questions Biccard’s track record and performance compared to simple ETFs, emphasizing the importance of considering different investment styles and the challenges of defining value in the current market environment. Marais advocates for international ETFs over individual fund managers, citing technology disruption in the asset management industry as a factor.
Read full article: https://www.biznews.com/mailbox/2022/09/21/mailbox-biccard-advice