Domestic Listed Equities

Our fund Strategy

Our portfolios invest across the South African investment universe, principally companies listed on the JSE. Our goal is to generate consistent, long-term investment returns by investing primarily in attractive investment opportunities recommended by our research function. To this effect, we invest in companies that have attractive long-term fundamental values when compared to their share prices. This is informed by the recommendations from our research analysts.

While our primary focus is on individual investment opportunities, we monitor and evaluate the risks taken in the portfolio to ensure that these are appropriately managed. In this regard, we aim to generate consistent returns by taking lower risk levels and therefore delivering good long-term risk-adjusted returns.