Ntombi Ntanzi

With nearly three decades of experience, Dawid Balt, Portfolio Manager in Sasfin Wealth’s Pretoria office, has seen markets shift, products evolve, and client needs change. What has never wavered is his belief in the power of learning, trust, and discipline to deliver lasting financial outcomes. For Dawid, the difference between a good portfolio manager and a great one comes down to mindset. “Markets evolve, and so should we,” he says.

For our latest instalment of the "Get to Know Your Portfolio Manager" series, I had the distinct pleasure of sitting down with Wouter van der Merwe for an engaging Q&A session at the Sasfin Wealth Stellenbosch office. The aftermath of the recent heavy storms in the region provided a poignant backdrop, serving as a vivid reminder of the unpredictability that nature—and by extension, the world of investing—can bring.

Josh Souchon has had an incredible career filled with what some may call luck. Spend a few minutes with Josh and you’ll quickly learn that luck is where opportunity and preparation meet. And luck doesn’t just happen to you, you create it – by taking risks, embracing change, believing in yourself, and persevering.