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Welcome to Mafiabuzz


Workshops: DIY Portfolio Management Workshops

Charles Hattingh presents the DIY Portfolio Management workshops to those who wish to manage their own JSE listed equity portfolios.  There are two versions of the workshop:  A one-day basic programme and a one-day advance programme for those who want to take the programme to a higher level.

Background to Charles Hattingh

After serving five years of articles with a small auditing firm and attending Wits in the evenings and on Saturday mornings, Charles Hattingh (CPH) failed the qualifying examination in 1962.  He then formed a small study group and rewrote in 1963, achieving honours (first in RSA).

He received his results while working for 20th Century Fox as company secretary in Nairobi, Kenya.  On returning to South Africa, he joined the Industrial Development Corporation as an investigating accountant.  He was fortunate to work under two incredible people, Mr. John Mitchell and Mr. Derek Keys, spending three years at the IDC performing due diligence investigations for loan and equity investments.  He sat on three boards of directors as a representative of IDC.

After his stint with the IDC he joined Anglo American’s merchant bank, Union Acceptances Limited (UAL).  His job was to investigate and value companies for listings and takeover purposes.  The level of activity at UAL was much lower than that at the IDC so, in his spare time, he formed a group of fourteen candidates who had previously failed the CA qualifying examination.  Using his own experience of having failed and then achieving honours, he trained these candidates for five months in the art and practice of writing examinations.  12 of the 14 passed.  The two who failed never managed to pass at subsequent attempts.  Encouraged by these results, he left UAL to focus full time on preparing candidates for the Q.E.

During this stage of his career he:

  • Was appointed to SAICA’s Accounting Practices Committee as a representative of financial statement analysts

  • Presented courses for SAICA on International Accounting Standards

  • Wrote and passed the CFA (Chartered Financial Analysts) examinations

  • Co-wrote SAICA’s valuation booklet

  • Consulted on accounting and valuation problems

  • Analysed and valued about 80 companies a year

In 1999 he ceased his Q.E. activities and in 2011 ceased presenting workshops on IFRS.  In 2015 he gave up his valuation activities (see below).  He now focuses all of his efforts on researching and presenting workshops on portfolio management.

Our Website

Our website is divided into two sections:

The secure section

This section is only available to those who have attended the Portfolio Management Workshop.  It contains the support needed to be able to manage one’s own portfolio. 

It contains a file consisting of six maps, an analysis of the major JSE indices, analyses of the 40 companies we track, the actual portfolios of about 200 past workshop participants in zipped format and the portfolio management manual.

The unsecured section

This section contains details of the weekly SENS Newsflash, future workshops planned, portfolio management buzz's which covers various aspects on the subject, paper portfolios of past workshop participants, monthly feedbacks and analyses of the market, information on our staff, our corporation's policies, the exam strategy which Charles used in his QE courses for students to download,  the venues we use to run our workshops, the CPD points earned by workshop participants, our contact details and our nostalgia page which contains the cards Charles used to send to his CA students.

Valuations Workshops

Wynand Rossouw CA(SA) and I have collaborated on many valuations in the past. The confidence I have in him is reflected by the number of times I have referred valuations to him as a preferred valuer. He is fully familiar with our models, approaches, principles and concepts and I have complete faith that he will be able to keep our valuations flag flying. He has been running a practice focusing on valuations for some time now.

Find out more about this important topic by visiting Business Valuation Advisor's website www.businessvaluation.co.za.