Delphine Govender, CIO of Perpetua Investment Managers, was my special guest on the Investment Community podcast. You can listen here.

She tells:

  • How gender and race are proudly part of her identity, but they don’t define her
  • How meritocracy is not compromised when you pursue diversity
  • How much hypocrisy surrounds ESG investing.

We also discussed:

  • How the job of an analyst is changing dramatically
  • How easy it is to confuse confidence and conviction and competence
  • How having the wrong owners can destroy an investment firm.