Neville Chester is a senior portfolio manager with 28 years of investment experience.

Marie Antelme is an economist with 25 years of experience as a market economist.

Neville Chester is a senior portfolio manager with 28 years of investment experience.

Marie Antelme is an economist with 25 years of experience as a market economist.



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Senior Portfolio Manager Charles de Kock reviews a year of strong market returns, reflecting on rising concentration risk within equity markets. He also outlines why valuation discipline and diversification remain central to how we invest.