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Magic Markets Podcast, October 2026

We unpacked the investment case for Bidcorp with Magic Markets. It is the food distributor that sits between producers and the restaurants, hotels and canteens they supply.

Justin Ritchie and analyst Jan Nel explain how route density and buying power build a moat in a business that looks, at first glance, like anyone with a truck could do it.

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Magic Markets Podcast, June 2026

We took a deep dive into the alcohol industry with Magic Markets and revealed some of the reasons behind our investment thesis.Click here to listen to the full podcast: https://lnkd.in/dSwVzFbM

Biz News Conference September 2025

Watch the full talk and hear Walter deliver a reflection on the power of heroes and principles in life and investing.

Watch the full video

Quarterly Roundup | Q2 2026 | Bravata Worldwide Flexible Fund

In this Q2 2026 fund update, Walter Aylett, Portfolio Manager of the Nedgroup Investments Bravata Worldwide Flexible Fund, shares his perspective on the market environment, reviews the Fund's performance and discusses the investment decisions and positioning that helped navigate the quarter.

Biz News Interview 3rd October 2024

In an insightful interview, Walter Aylett spoke to BizNews editor Alec Hogg.

He shared insights on Capitec, WeBuyCars, Tesla; plus overvalued stocks.

Read further at BizNews

Words with Walter Podcast

Browse our podcast library, which incorporates investment insights, Justin’s book corner etc

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Through the years

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You are invited to apply for the Aylett & Co. graduate recruitment dinner🚀 We welcome final-year/postgraduate students from all academic disciplines who are passionate about investing and desire a career in asset management📈 The dinner is a u
In preparation for our upcoming recruitment dinner, Aylett and Company Fund Managers recently hosted two introductory evenings with the heads of the investment societies of UCT and Stellenbosch University. Investment Society (InvestSoc.) UCT & U
✨UCT Intro Evening: Limited Space Available✨ We are thrilled to host our first introductory event at UCT this Thursday, August 1st. Thank you to everyone who has shown interest so far—we look forward to meeting you all!🫡 Please be aware that
🌟Stellenbosch Intro Evening: Fully Booked!🌟 We are excited to announce that our upcoming Stellenbosch Intro Evening is fully booked. Thank you to everyone who has shown interest!🤓 If you missed out on a spot, stay tuned for upcoming recruitment
STELLENBOSCH INTRODUCTORY EVENING👩‍💼 With over 18 years of industry experience, Aylett & Co. is an award-winning boutique asset manager specializing in local and offshore funds.📈 Join the Aylett & Co. team for an exclusive informati
UCT INTRODUCTORY EVENING👔 With over 18 years of industry experience, Aylett & Co. is an award-winning boutique asset manager specializing in local and offshore funds.📈 Join the Aylett & Co. team for an exclusive information session to ga
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