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36ONE Asset ManagementAbout us36ONE is an asset management company with an over 15-year track record of exceptional performance. The company was founded in 2004 by Cy Jacobs and Steven Liptz and has in excess of R24 billion in assets under management. They manage unit trusts, hedge funds and segregated mandates. Their clients include private clients, financial advisors and institutions (both local and international). 36ONE's investment approach is centered on the principle that the market does not efficiently price securities at all times. They therefore believe that stock selection through bottom-up fundamental analysis can outperform over time. With single-minded focus, their team continues to deliver outstanding performance and exceptional service. Despite rapid growth, 36ONE remains small enough to maintain its flexible and agile investment approach. |
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Allan Gray (Pty) LtdAbout usAllan Gray is Africa’s largest privately owned investment management company. We are focused on generating long-term wealth for our clients who include individuals, retirement funds, insurers, trusts, companies and foundations. We offer a focused range of unit trusts, retirement products, life insurance investment pools and segregated portfolios. We have over 1 000 employees spread across our headquarters in Cape Town, and offices in Johannesburg, Pretoria and Durban. We also have offices in Windhoek, Namibia and Gaborone, Botswana. Allan Gray Proprietary Limited is an authorised financial services provider. |
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ALUWANI Capital PartnersAbout usALUWANI Capital Partners is an independent black owned investment management business that aims to make a lasting impact in South Africa and the rest of the African continent. We are registered with the Financial Sector Conduct Authority (FSCA) and are an Authorised Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act (FAIS). |
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AnchorAbout usAnchor Asset Management is the business within the Anchor Group focussed on servicing institutions and financial advisors. The team of world-class investment professionals offers products across the risk spectrum to retail and institutional clients, locally and global. |
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Argon Asset ManagementAbout usArgon Asset Management (Argon) is an authorised financial services provider registered with the Financial Services Board under the FAIS Act of 2002 and started operating in April 2005. Argon is an independent owner-managed investment organisation. We are a multi-product house and provide investment management services and investments products to institutional investors such as educational institutions, retirement funds, insurance firms, medical schemes and other institutions that require professional money management services. We also offer a range of unit trust investments for individual investors. Underpinning our product offering is a fundamental research driven investment process and a coherent risk management programme. We benchmark our firm and operations against global best practice standards. |
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BlueAlpha Investment ManagementAbout usBlueAlpha Investment Management is a specialist equity asset manager, with proven expertise in managing South African and Global funds. The business was established in 2004 and has an enviable 16 year investment track record. True alpha generation is rare but we’ve delivered it consistently. Decades of experience navigating the markets and the ability to stay curious about the world around us serves our clients well. |
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Cadiz Asset ManagementAbout usCadiz Asset Management is a fund manager that invests money on behalf of its institutional and individual clients. Established in 1996, Cadiz has built its success by delivering investment performance while cultivating long-term relationships with its clients and servicing all of their needs. |
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Centaur Asset ManagementAbout usFounded in 2000, with the vision to create wealth for our select client base. Our prudent approach has delivered outstanding returns. We take an immense amount of pride in protecting your money as if it were our own, and steadfastly believe in our ability to produce consistent, market beating returns using a systematic approach backed by our sound judgement. |
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Colourfield Liability SolutionsAbout usColourfield offers discretionary investment management services. As pioneers of liability-centric investing in South Africa, we provide solutions that ensure that investment-related risks are mitigated. Our services include bespoke Liability Driven Investment (LDI) solutions for institutional clients; true goals-based investing technology for the management of Defined Contribution Investments and the first of its kind “Smart Beta” equity investment launch in South Africa. |
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CoreSharesAbout usCoreShares is one of Africa’s leading passive investment management businesses. We specialise in index-tracking investment solutions across Exchange Traded Funds (ETFs), Unit Trusts and segregated mandates (for institutions). In a market known for over-charging and under-delivering, CoreShares has taken a stand against the prevailing investment practices and is perfecting a passive, low-cost investment approach based on evidence. We’re a contemporary, independent investment manager. We focus on passive investment principles and processes – investment strategies wrapped up in an index or rules-based form. CoreShares offers these products and services at very competitive fees. CoreShares is a level 4 BEE contributor. |
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CoronationAbout usCommitted to make long time horizons work for our clients. Coronation is an active investment manager following a long term valuation-driven investment philosophy. Our investment expertise extends across asset classes and geographies, with an emphasis on equities and multi-asset funds in the global emerging and frontier markets. |
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Credo WealthAbout usCredo is a global independent wealth management business that has been in existence since 1998 and employs over 100 staff. The group has assets under custody in excess of £4.2bn (£1.1bn of which is under management), represented by over 7,000 client accounts. The principles that form the cornerstones of our business are to provide our clients with personal service; focus on long-term success; and to build relationships based on trust. This results in meaningful and lasting partnerships with both Private Clients and Financial Intermediary Clients. Credo Wealth is majority owned by senior management, many of whom have been with the group for more than 20 years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients. We have offices in the United Kingdom and South Africa. |
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FairtreeAbout usFairtree Asset Management (Pty) Ltd is a South African investment manager that manages alternative and long only investment portfolios for a diversified selection of local and offshore clients. Based in Cape Town, our commitment to a consistent and sound investment philosophy has continued to serve our investors well since the inception of our first fund in 2003. Our expert team of investment professionals manage R100bn in award winning portfolios in multiple asset classes, hedge funds, traditional unit trusts, and private equity. |
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FoordAbout usINVESTMENT STEWARDSHIP SINCE 1981 - Foord Asset Management offers a premium investment management service to long-term investors in investment funds and tailor-made portfolios. Foord is an owner-managed boutique built on the principles of investment stewardship. A multi-decade track record of successful investing evidences our capacity to consistently deliver superior investment returns for a range of investment strategies. |
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FundsmithAbout usFundsmith is focused on delivering superior investment performance at a reasonable cost. It was established to be different from its peers so as to achieve a different result in line with Sir John Templeton’s axiom that “If you want to have a better performance than the crowd, you must do things differently from the crowd.” The rigorous research process of Fundsmith is central to what we do. We apply exacting standards to potential investments to produce a portfolio of resilient businesses with excellent performance. Minimising the costs we incur on behalf of our customers in implementing our strategy also sits at the heart of our philosophy. Fundsmith was established in 2010 by Terry Smith. The business is owned and controlled by its partners, who have worked closely together over many years, and is headquartered in London with offices in Connecticut, USA and Mauritius. It is structured to survive Terry Smith’s demise and continue with the same investment philosophy. All partners of the firm have a significant co-investment in our Funds delivering a clear alignment of interest. Ancillary activities are outsourced to some of the world's leading providers in order to deliver high-quality operations whilst allowing the Fundsmith team to focus on investment analysis, portfolio management and customer care. |
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Goldman Sachs Asset Management (GSAM)About usGoldman Sachs Asset Management (GSAM) supervises more than $1.9 trillion in assets as of December 31, 2020. GSAM has been providing discretionary investment advisory services since 1988 and has investment professionals in all major financial centres around the world. The company offers investment strategies across a broad range of asset classes to institutional and individual clients globally. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. GSAM is also a registered Financial Services Provider (FSP Number 9730) and actively present in South Africa. |
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InvestecAbout usInvestec for Intermediaries is a provider of financial solutions, services, and expertise. Enabling Financial Intermediaries to save, invest and trade on behalf of their clients - in a seamless and integrated manner. Our specialist solutions teams across Cash Management (CCM); Foreign Exchange; Structured Products; Specialist Investments, Equities and Prime Services, Bespoke Investments and Life Investments have been brought together so that our clients can easily access the expertise they require to best advise their clients. Through our dedicated client service team, integrated digital platform and specialist solutions, it all adds up to an Out of the Ordinary partnership. |
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Laurium CapitalAbout usLaurium Capital is an employee owned boutique asset manager with offices in Johannesburg, Cape Town and London. Founded in 2008, by Murray Winckler and Gavin Vorwerg, Laurium has grown to R35 bn in assets under management and provides a suite of long-only and hedge fund strategies which invest in South Africa as well the as the rest of the African continent. Our team of 29 driven individuals strive to generate returns and service in excess of client expectations. We combine on-the-ground research with extensive local market knowledge to seek investment opportunities. Our skills in stock selection, combined with disciplined portfolio construction and risk management processes deliver superior risk adjusted returns over time. We manage a niche range of unit trusts across the risk spectrum, accessible on most LISPs. Our client base is well diversified across high net worth individuals, institutions and retail investors. |
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Lindsell Train LimitedAbout usLindsell Train is a specialist asset management company focused predominantly on the management of Global, UK and Japanese equity portfolios. Lindsell Train was founded in 2000 on the shared investment beliefs of Michael Lindsell and Nick Train. The firm's strategic mission is to consistently meet our clients' expectations. This relates not only to the achievement of excellent investment returns but also to fulfilling their wider requirements. Our client base is institutional in nature. |
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Methodical Investment ManagementAbout usMethodical is a specialist investment management business offering a broad range of investment products from Multi-Asset to the specialist Equity. JP Du Plessis is the Head of the Fixed Income offering. |
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Nedgroup InvestmentsAbout usAt Nedgroup Investments we hand pick independent managers in each fund category and partner with them to offer a range of expertly managed funds across all asset classes. This independence allows us to always put our investors first and to meet a full spectrum of investment and savings needs. |
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Ninety OneAbout usNinety One is an independent investment manager, founded in South Africa in 1991. It operates and invests globally and offers a range of active strategies to its global client base, with assets under management of £128.6 billion as at 31 December 2020. Ninety One is listed on the London and Johannesburg Stock Exchanges. |
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Old Mutual Investment GroupAbout usAs a leading African investment manager, we offer a range of listed and unlisted capabilities managed by independent investment boutiques, while also being responsible stewards of the assets we manage. We have local and international investments that span the risk/return spectrum and the full range of assets, including equity, multi-asset class, fixed interest, property, private equity and infrastructure. In our pursuit for investment excellence, we incorporate independent thinking into managing our portfolios through our boutiques’ autonomous investment processes. This includes integrating environmental, social and governance (ESG) considerations into all investment and ownership decisions. We also offer our clients access to an unparalleled ethical and green economy product range. We are a vibrant and demographically representative business with a BBBEE rating of Level 2. We are committed to developing sustainable work practices and partnering with our clients to invest for a future that matters. |
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OrbisAbout usFounded in 1989, Orbis has been investing globally on behalf of clients for more than 30 years. We offer clients a focused range of equity, multi-asset, and absolute return strategies. Since the firm’s inception, our purpose has been straightforward: to empower our clients by enhancing their savings and wealth. We believe we can do this by applying our fundamental, long-term and contrarian investment philosophy. We have over 350 employees spread across 10 global offices. |
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PortfolioMetrixAbout usWe recognise the potential in partnerships, and the value of integrating investment management with financial advice and have built our business to be this link. Our investment management proposition is unique and largely scaleable and we believe that the ability to tap into the power of specialisation gives us the edge. With our proprietary WealthExplorer™ technology we partner with advisers to help them understand their clients financial personality and needs, and match those with the appropriate investment solutions to meet their outcomes. Our technology also gives advisers the ability to customise client portfolios on a fully scalable basis. At PortfolioMetrix we look at the whole picture - this is Investment Management by Design |
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Prudential Investment ManagersAbout usPrudential Investment Managers is one of South Africa’s top 10 largest asset managers, with over R240 billion in assets under management (31 December 2020). Established in 1994, we are part of the wider M&G plc group, one of Europe’s largest active asset managers. Consistency plays a key role in our company ethos and investment process, having been dedicated to using the same prudent valuation-based investing philosophy for the past two decades. We take our responsibility as custodians of our clients’ hard-earned savings very seriously. Not only are we long-standing active and engaged shareholders, but we are also signatories to the UNPRI (United Nations Principles for Responsible Investment) and CRISA (Code for Responsible Investing in South Africa). We consider environmental, social and governance (ESG) factors in our fundamental investment process and are committed to promoting black economic empowerment in the communities in which we live and do business in South Africa. |
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Reitway GlobalAbout usWe are an investment manager with a niche investment strategy - Global Listed Property. With our focus on this one asset class and our internationally competitive and proven investment process, we are committed to building wealth for our investors by delivering consistently superior performance over the medium to long-term. |
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Rudiarius Capital ManagementAbout usRudiarius Capital Management is an independent investment company focused solely on identifying and analysing African equity investment opportunities and we have extensive experience in investing in African equity markets as well as dealing with the challenges associated with these opportunities. |
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Sands Capital ManagementAbout usSands Capital is an active, long-term investor in leading innovative growth businesses, globally. Our approach combines rigorous fundamental analysis with inspired thinking to seek innovative, high-quality businesses that are creating the future. By enabling our clients to participate in the growth of these businesses, our mission is to add value and enhance their wealth with prudence over time. An independent, staff-owned firm based in the Greater Washington, DC area, Sands Capital managed more than $68 billion USD in client assets as of December 31, 2020. |
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Sanlam InvestmentsAbout usWith more than R500bn in AUM across our retail and institutional businesses, Sanlam Investments is one of South Africa’s largest asset management companies. As the asset management arm of the Sanlam Group, the depth and breadth of our expertise - across active management, index-tracking, alternative investments, sustainable and impact investing, multi-management and international investments - delivers optimal portfolios for our clients. Our funds cover the full range of asset classes, including equities, fixed income, alternatives, and property. Our retail offering consistently delivers strong performance with investment solutions scaled for clients’ risk preference. Our unit trusts invest locally and internationally, and there is a fund to suit every client’s unique requirements. Our business purpose has evolved way beyond just wealth creation. We aim to ensure long-term sustainability for local and international investors and future generations through our investment philosophy and strategies. Fundamental to this purpose is driving the democratisation of investments. |
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Sarasin & Partners LLPAbout usWe are a London-based asset management group, managing GBP17.0Bn on behalf of our clients - charities, institutions, intermediaries, pension funds and private clients, based both in the UK and around the world including South Africa where we have offered a range of FSCA Approved funds to South African investors for more than 20 years. We take a global, long term, thematic approach to investing - with responsible investment at its core. We identify powerful trends that will shape the investment landscape for years to come, and embed stewardship and ESG into our investment process. You can invest in our global equity, multi-asset and real estate strategies via all the major South African based offshore platforms in USD, GBP & Euro. |
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Sasfin Asset ManagersAbout usSasfin Asset Managers is no ordinary boutique asset manager. We are smaller, more personal, independent and highly protective of the preservation and growth of our clients’ capital, in addition, we benefit from being part of the broader Sasfin Group, a bank-controlling company that listed on the JSE in 1987, and whose roots can be traced back to 1890. Since its founding in 2002, Sasfin Asset Managers has garnered a reputation as one of South Africa’s leading boutique Asset Managers. Our diverse offering has grown to incorporate a range of equity, income and multi-asset class funds designed to suit the needs of our discerning retail and institutional client base. We understand the importance of lasting and sustainable legacies , and pride ourselves in the long-term partnerships we create with the individuals and institutions we serve. Our priority is to protect and preserve our clients’ capital, while remaining accessible. |
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SatrixAbout usSatrix is the leading provider of index-tracking solutions in South Africa. We manage assets of over R120bn, invested across our extensive product range. We offer index-tracking and factor-based (smart beta) portfolios through segregated mandates, exchange traded funds (ETFs), life pools, unit trusts and offshore UCITS (Undertakings for Collective Investments in Transferable Securities). Satrix pioneered index investing in South Africa in November 2000 when we listed the very first exchange traded fund (ETF) on the JSE, our flagship Satrix 40 ETF. Since then we have developed many innovative index-tracking solutions across a diverse range of asset classes locally and globally. A large part of the ethos and philosophy of Satrix as a business is to provide investment access to all South Africans, no matter the size of their portfolios. Satrix is wholly owned by Sanlam. |
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SchrodersAbout usAs a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for $785.1 billion of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,500+ people across six continents who focus on doing just this. Source: Schroders, all data as at 31 December 2020 |
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Efficient SelectAbout usSince early 2017, the Efficient Group has outsourced the portfolio management of the Select branded single-manager unit trust funds to various established external asset managers on a ‘best in class’ basis. These funds were previously managed in-house. The strategic decision to outsource the portfolio management was made to enhance the long-term success and sustainability of the funds, as well as to reduce the costs of operations and the portfolios’ cost to investors. Investors benefit from the ‘best in class’ outsourcing strategy through increased economies of scale, greater efficiency and more flexibility and access to a diverse set of experienced and industry leading fund managers. Boutique Investment Partners (BIP), tasked with the process of selecting appropriate managers for the funds, monitors the performance of the portfolio managers on an ongoing basis. The selection and deselection of the managers for the Select funds follows BIP’s in-depth manager research and due-diligence process that is applied to in excess of R50 Billion of consulting assets. The selected fund managers have significant investment expertise, experience and strong long-term investment track records. Their assets under management are sizeable, yet small enough to be flexible and nimble in a small market such as South Africa (SA). |
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Sesfikile Capital (Pty) LtdAbout usSesfikile Capital is an investment management firm with a singular focus on listed property. Why Sesfikile? |
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STANLIBAbout usSTANLIB is a specialist investment manager, administering over R600 billion in assets under management. Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings. Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes. With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients achieve their financial goals. |
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Visio Fund Management (Pty) LimitedAbout usVisio Fund Management (previously Visio Capital) is a fundamentally focused investment manager formed in June 2003. The firm's R35 billion of funds under management consists of SA and global equity long/short hedge funds, retail unit trusts (equity, multi-asset- absolute, balanced and fixed income, as well as property and Shari’ah equity and property funds), segregated long-only mandates and Pan-African funds. Our clients are primarily institutional in nature. The team follows an investment approach premised upon fundamental research and analysis applied across a range of equity investment strategies depending on mandates. Visio is also one of the longest-running South African hedge fund management companies. Our offices are located in Johannesburg and Cape Town, as well as a presence in London, UK. |
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Vunani Fund ManagerAbout usEstablished in 1999, Vunani Fund Managers is a boutique asset management company which provides a broad suite of investment solutions for institutional clients. Our organisation has demonstrated a strong investment capability in the areas of absolute return funds (CPI + range), specialist bond, core domestic, global equity, and property income. We believe that our success is dependent on establishing lasting client relationships. We therefore focus our energy on delivering risk managed investment returns sought by our clients in each area via small teams of highly experienced and focused investment professionals. |
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36ONE Asset ManagementAbout us36ONE is an asset management company with an over 15-year track record of exceptional performance. The company was founded in 2004 by Cy Jacobs and Steven Liptz and has in excess of R24 billion in assets under management. They manage unit trusts, hedge funds and segregated mandates. Their clients include private clients, financial advisors and institutions (both local and international). 36ONE's investment approach is centered on the principle that the market does not efficiently price securities at all times. They therefore believe that stock selection through bottom-up fundamental analysis can outperform over time. With single-minded focus, their team continues to deliver outstanding performance and exceptional service. Despite rapid growth, 36ONE remains small enough to maintain its flexible and agile investment approach. |
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Allan Gray (Pty) LtdAbout usAllan Gray is Africa’s largest privately owned investment management company. We are focused on generating long-term wealth for our clients who include individuals, retirement funds, insurers, trusts, companies and foundations. We offer a focused range of unit trusts, retirement products, life insurance investment pools and segregated portfolios. We have over 1 000 employees spread across our headquarters in Cape Town, and offices in Johannesburg, Pretoria and Durban. We also have offices in Windhoek, Namibia and Gaborone, Botswana. Allan Gray Proprietary Limited is an authorised financial services provider. |
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ALUWANI Capital PartnersAbout usALUWANI Capital Partners is an independent black owned investment management business that aims to make a lasting impact in South Africa and the rest of the African continent. We are registered with the Financial Sector Conduct Authority (FSCA) and are an Authorised Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act (FAIS). |
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AnchorAbout usAnchor Asset Management is the business within the Anchor Group focussed on servicing institutions and financial advisors. The team of world-class investment professionals offers products across the risk spectrum to retail and institutional clients, locally and global. |
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Argon Asset ManagementAbout usArgon Asset Management (Argon) is an authorised financial services provider registered with the Financial Services Board under the FAIS Act of 2002 and started operating in April 2005. Argon is an independent owner-managed investment organisation. We are a multi-product house and provide investment management services and investments products to institutional investors such as educational institutions, retirement funds, insurance firms, medical schemes and other institutions that require professional money management services. We also offer a range of unit trust investments for individual investors. Underpinning our product offering is a fundamental research driven investment process and a coherent risk management programme. We benchmark our firm and operations against global best practice standards. |
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BlueAlpha Investment ManagementAbout usBlueAlpha Investment Management is a specialist equity asset manager, with proven expertise in managing South African and Global funds. The business was established in 2004 and has an enviable 16 year investment track record. True alpha generation is rare but we’ve delivered it consistently. Decades of experience navigating the markets and the ability to stay curious about the world around us serves our clients well. |
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Cadiz Asset ManagementAbout usCadiz Asset Management is a fund manager that invests money on behalf of its institutional and individual clients. Established in 1996, Cadiz has built its success by delivering investment performance while cultivating long-term relationships with its clients and servicing all of their needs. |
Get in touch
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Centaur Asset ManagementAbout usFounded in 2000, with the vision to create wealth for our select client base. Our prudent approach has delivered outstanding returns. We take an immense amount of pride in protecting your money as if it were our own, and steadfastly believe in our ability to produce consistent, market beating returns using a systematic approach backed by our sound judgement. |
Get in touch
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Colourfield Liability SolutionsAbout usColourfield offers discretionary investment management services. As pioneers of liability-centric investing in South Africa, we provide solutions that ensure that investment-related risks are mitigated. Our services include bespoke Liability Driven Investment (LDI) solutions for institutional clients; true goals-based investing technology for the management of Defined Contribution Investments and the first of its kind “Smart Beta” equity investment launch in South Africa. |
Get in touch
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CoreSharesAbout usCoreShares is one of Africa’s leading passive investment management businesses. We specialise in index-tracking investment solutions across Exchange Traded Funds (ETFs), Unit Trusts and segregated mandates (for institutions). In a market known for over-charging and under-delivering, CoreShares has taken a stand against the prevailing investment practices and is perfecting a passive, low-cost investment approach based on evidence. We’re a contemporary, independent investment manager. We focus on passive investment principles and processes – investment strategies wrapped up in an index or rules-based form. CoreShares offers these products and services at very competitive fees. CoreShares is a level 4 BEE contributor. |
Get in touch
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CoronationAbout usCommitted to make long time horizons work for our clients. Coronation is an active investment manager following a long term valuation-driven investment philosophy. Our investment expertise extends across asset classes and geographies, with an emphasis on equities and multi-asset funds in the global emerging and frontier markets. |
Get in touch
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Credo WealthAbout usCredo is a global independent wealth management business that has been in existence since 1998 and employs over 100 staff. The group has assets under custody in excess of £4.2bn (£1.1bn of which is under management), represented by over 7,000 client accounts. The principles that form the cornerstones of our business are to provide our clients with personal service; focus on long-term success; and to build relationships based on trust. This results in meaningful and lasting partnerships with both Private Clients and Financial Intermediary Clients. Credo Wealth is majority owned by senior management, many of whom have been with the group for more than 20 years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients. We have offices in the United Kingdom and South Africa. |
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FairtreeAbout usFairtree Asset Management (Pty) Ltd is a South African investment manager that manages alternative and long only investment portfolios for a diversified selection of local and offshore clients. Based in Cape Town, our commitment to a consistent and sound investment philosophy has continued to serve our investors well since the inception of our first fund in 2003. Our expert team of investment professionals manage R100bn in award winning portfolios in multiple asset classes, hedge funds, traditional unit trusts, and private equity. |
Get in touch
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FoordAbout usINVESTMENT STEWARDSHIP SINCE 1981 - Foord Asset Management offers a premium investment management service to long-term investors in investment funds and tailor-made portfolios. Foord is an owner-managed boutique built on the principles of investment stewardship. A multi-decade track record of successful investing evidences our capacity to consistently deliver superior investment returns for a range of investment strategies. |
Get in touch
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FundsmithAbout usFundsmith is focused on delivering superior investment performance at a reasonable cost. It was established to be different from its peers so as to achieve a different result in line with Sir John Templeton’s axiom that “If you want to have a better performance than the crowd, you must do things differently from the crowd.” The rigorous research process of Fundsmith is central to what we do. We apply exacting standards to potential investments to produce a portfolio of resilient businesses with excellent performance. Minimising the costs we incur on behalf of our customers in implementing our strategy also sits at the heart of our philosophy. Fundsmith was established in 2010 by Terry Smith. The business is owned and controlled by its partners, who have worked closely together over many years, and is headquartered in London with offices in Connecticut, USA and Mauritius. It is structured to survive Terry Smith’s demise and continue with the same investment philosophy. All partners of the firm have a significant co-investment in our Funds delivering a clear alignment of interest. Ancillary activities are outsourced to some of the world's leading providers in order to deliver high-quality operations whilst allowing the Fundsmith team to focus on investment analysis, portfolio management and customer care. |
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Goldman Sachs Asset Management (GSAM)About usGoldman Sachs Asset Management (GSAM) supervises more than $1.9 trillion in assets as of December 31, 2020. GSAM has been providing discretionary investment advisory services since 1988 and has investment professionals in all major financial centres around the world. The company offers investment strategies across a broad range of asset classes to institutional and individual clients globally. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. GSAM is also a registered Financial Services Provider (FSP Number 9730) and actively present in South Africa. |
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InvestecAbout usInvestec for Intermediaries is a provider of financial solutions, services, and expertise. Enabling Financial Intermediaries to save, invest and trade on behalf of their clients - in a seamless and integrated manner. Our specialist solutions teams across Cash Management (CCM); Foreign Exchange; Structured Products; Specialist Investments, Equities and Prime Services, Bespoke Investments and Life Investments have been brought together so that our clients can easily access the expertise they require to best advise their clients. Through our dedicated client service team, integrated digital platform and specialist solutions, it all adds up to an Out of the Ordinary partnership. |
Get in touch
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Laurium CapitalAbout usLaurium Capital is an employee owned boutique asset manager with offices in Johannesburg, Cape Town and London. Founded in 2008, by Murray Winckler and Gavin Vorwerg, Laurium has grown to R35 bn in assets under management and provides a suite of long-only and hedge fund strategies which invest in South Africa as well the as the rest of the African continent. Our team of 29 driven individuals strive to generate returns and service in excess of client expectations. We combine on-the-ground research with extensive local market knowledge to seek investment opportunities. Our skills in stock selection, combined with disciplined portfolio construction and risk management processes deliver superior risk adjusted returns over time. We manage a niche range of unit trusts across the risk spectrum, accessible on most LISPs. Our client base is well diversified across high net worth individuals, institutions and retail investors. |
Get in touch
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Lindsell Train LimitedAbout usLindsell Train is a specialist asset management company focused predominantly on the management of Global, UK and Japanese equity portfolios. Lindsell Train was founded in 2000 on the shared investment beliefs of Michael Lindsell and Nick Train. The firm's strategic mission is to consistently meet our clients' expectations. This relates not only to the achievement of excellent investment returns but also to fulfilling their wider requirements. Our client base is institutional in nature. |
Get in touch
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Methodical Investment ManagementAbout usMethodical is a specialist investment management business offering a broad range of investment products from Multi-Asset to the specialist Equity. JP Du Plessis is the Head of the Fixed Income offering. |
Get in touch
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Nedgroup InvestmentsAbout usAt Nedgroup Investments we hand pick independent managers in each fund category and partner with them to offer a range of expertly managed funds across all asset classes. This independence allows us to always put our investors first and to meet a full spectrum of investment and savings needs. |
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Ninety OneAbout usNinety One is an independent investment manager, founded in South Africa in 1991. It operates and invests globally and offers a range of active strategies to its global client base, with assets under management of £128.6 billion as at 31 December 2020. Ninety One is listed on the London and Johannesburg Stock Exchanges. |
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Old Mutual Investment GroupAbout usAs a leading African investment manager, we offer a range of listed and unlisted capabilities managed by independent investment boutiques, while also being responsible stewards of the assets we manage. We have local and international investments that span the risk/return spectrum and the full range of assets, including equity, multi-asset class, fixed interest, property, private equity and infrastructure. In our pursuit for investment excellence, we incorporate independent thinking into managing our portfolios through our boutiques’ autonomous investment processes. This includes integrating environmental, social and governance (ESG) considerations into all investment and ownership decisions. We also offer our clients access to an unparalleled ethical and green economy product range. We are a vibrant and demographically representative business with a BBBEE rating of Level 2. We are committed to developing sustainable work practices and partnering with our clients to invest for a future that matters. |
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OrbisAbout usFounded in 1989, Orbis has been investing globally on behalf of clients for more than 30 years. We offer clients a focused range of equity, multi-asset, and absolute return strategies. Since the firm’s inception, our purpose has been straightforward: to empower our clients by enhancing their savings and wealth. We believe we can do this by applying our fundamental, long-term and contrarian investment philosophy. We have over 350 employees spread across 10 global offices. |
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PortfolioMetrixAbout usWe recognise the potential in partnerships, and the value of integrating investment management with financial advice and have built our business to be this link. Our investment management proposition is unique and largely scaleable and we believe that the ability to tap into the power of specialisation gives us the edge. With our proprietary WealthExplorer™ technology we partner with advisers to help them understand their clients financial personality and needs, and match those with the appropriate investment solutions to meet their outcomes. Our technology also gives advisers the ability to customise client portfolios on a fully scalable basis. At PortfolioMetrix we look at the whole picture - this is Investment Management by Design |
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Prudential Investment ManagersAbout usPrudential Investment Managers is one of South Africa’s top 10 largest asset managers, with over R240 billion in assets under management (31 December 2020). Established in 1994, we are part of the wider M&G plc group, one of Europe’s largest active asset managers. Consistency plays a key role in our company ethos and investment process, having been dedicated to using the same prudent valuation-based investing philosophy for the past two decades. We take our responsibility as custodians of our clients’ hard-earned savings very seriously. Not only are we long-standing active and engaged shareholders, but we are also signatories to the UNPRI (United Nations Principles for Responsible Investment) and CRISA (Code for Responsible Investing in South Africa). We consider environmental, social and governance (ESG) factors in our fundamental investment process and are committed to promoting black economic empowerment in the communities in which we live and do business in South Africa. |
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Reitway GlobalAbout usWe are an investment manager with a niche investment strategy - Global Listed Property. With our focus on this one asset class and our internationally competitive and proven investment process, we are committed to building wealth for our investors by delivering consistently superior performance over the medium to long-term. |
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Rudiarius Capital ManagementAbout usRudiarius Capital Management is an independent investment company focused solely on identifying and analysing African equity investment opportunities and we have extensive experience in investing in African equity markets as well as dealing with the challenges associated with these opportunities. |
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Sands Capital ManagementAbout usSands Capital is an active, long-term investor in leading innovative growth businesses, globally. Our approach combines rigorous fundamental analysis with inspired thinking to seek innovative, high-quality businesses that are creating the future. By enabling our clients to participate in the growth of these businesses, our mission is to add value and enhance their wealth with prudence over time. An independent, staff-owned firm based in the Greater Washington, DC area, Sands Capital managed more than $68 billion USD in client assets as of December 31, 2020. |
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Sanlam InvestmentsAbout usWith more than R500bn in AUM across our retail and institutional businesses, Sanlam Investments is one of South Africa’s largest asset management companies. As the asset management arm of the Sanlam Group, the depth and breadth of our expertise - across active management, index-tracking, alternative investments, sustainable and impact investing, multi-management and international investments - delivers optimal portfolios for our clients. Our funds cover the full range of asset classes, including equities, fixed income, alternatives, and property. Our retail offering consistently delivers strong performance with investment solutions scaled for clients’ risk preference. Our unit trusts invest locally and internationally, and there is a fund to suit every client’s unique requirements. Our business purpose has evolved way beyond just wealth creation. We aim to ensure long-term sustainability for local and international investors and future generations through our investment philosophy and strategies. Fundamental to this purpose is driving the democratisation of investments. |
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Sarasin & Partners LLPAbout usWe are a London-based asset management group, managing GBP17.0Bn on behalf of our clients - charities, institutions, intermediaries, pension funds and private clients, based both in the UK and around the world including South Africa where we have offered a range of FSCA Approved funds to South African investors for more than 20 years. We take a global, long term, thematic approach to investing - with responsible investment at its core. We identify powerful trends that will shape the investment landscape for years to come, and embed stewardship and ESG into our investment process. You can invest in our global equity, multi-asset and real estate strategies via all the major South African based offshore platforms in USD, GBP & Euro. |
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Sasfin Asset ManagersAbout usSasfin Asset Managers is no ordinary boutique asset manager. We are smaller, more personal, independent and highly protective of the preservation and growth of our clients’ capital, in addition, we benefit from being part of the broader Sasfin Group, a bank-controlling company that listed on the JSE in 1987, and whose roots can be traced back to 1890. Since its founding in 2002, Sasfin Asset Managers has garnered a reputation as one of South Africa’s leading boutique Asset Managers. Our diverse offering has grown to incorporate a range of equity, income and multi-asset class funds designed to suit the needs of our discerning retail and institutional client base. We understand the importance of lasting and sustainable legacies , and pride ourselves in the long-term partnerships we create with the individuals and institutions we serve. Our priority is to protect and preserve our clients’ capital, while remaining accessible. |
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SatrixAbout usSatrix is the leading provider of index-tracking solutions in South Africa. We manage assets of over R120bn, invested across our extensive product range. We offer index-tracking and factor-based (smart beta) portfolios through segregated mandates, exchange traded funds (ETFs), life pools, unit trusts and offshore UCITS (Undertakings for Collective Investments in Transferable Securities). Satrix pioneered index investing in South Africa in November 2000 when we listed the very first exchange traded fund (ETF) on the JSE, our flagship Satrix 40 ETF. Since then we have developed many innovative index-tracking solutions across a diverse range of asset classes locally and globally. A large part of the ethos and philosophy of Satrix as a business is to provide investment access to all South Africans, no matter the size of their portfolios. Satrix is wholly owned by Sanlam. |
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SchrodersAbout usAs a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for $785.1 billion of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,500+ people across six continents who focus on doing just this. Source: Schroders, all data as at 31 December 2020 |
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Efficient SelectAbout usSince early 2017, the Efficient Group has outsourced the portfolio management of the Select branded single-manager unit trust funds to various established external asset managers on a ‘best in class’ basis. These funds were previously managed in-house. The strategic decision to outsource the portfolio management was made to enhance the long-term success and sustainability of the funds, as well as to reduce the costs of operations and the portfolios’ cost to investors. Investors benefit from the ‘best in class’ outsourcing strategy through increased economies of scale, greater efficiency and more flexibility and access to a diverse set of experienced and industry leading fund managers. Boutique Investment Partners (BIP), tasked with the process of selecting appropriate managers for the funds, monitors the performance of the portfolio managers on an ongoing basis. The selection and deselection of the managers for the Select funds follows BIP’s in-depth manager research and due-diligence process that is applied to in excess of R50 Billion of consulting assets. The selected fund managers have significant investment expertise, experience and strong long-term investment track records. Their assets under management are sizeable, yet small enough to be flexible and nimble in a small market such as South Africa (SA). |
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Sesfikile Capital (Pty) LtdAbout usSesfikile Capital is an investment management firm with a singular focus on listed property. Why Sesfikile? |
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STANLIBAbout usSTANLIB is a specialist investment manager, administering over R600 billion in assets under management. Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings. Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes. With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients achieve their financial goals. |
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Visio Fund Management (Pty) LimitedAbout usVisio Fund Management (previously Visio Capital) is a fundamentally focused investment manager formed in June 2003. The firm's R35 billion of funds under management consists of SA and global equity long/short hedge funds, retail unit trusts (equity, multi-asset- absolute, balanced and fixed income, as well as property and Shari’ah equity and property funds), segregated long-only mandates and Pan-African funds. Our clients are primarily institutional in nature. The team follows an investment approach premised upon fundamental research and analysis applied across a range of equity investment strategies depending on mandates. Visio is also one of the longest-running South African hedge fund management companies. Our offices are located in Johannesburg and Cape Town, as well as a presence in London, UK. |
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Vunani Fund ManagerAbout usEstablished in 1999, Vunani Fund Managers is a boutique asset management company which provides a broad suite of investment solutions for institutional clients. Our organisation has demonstrated a strong investment capability in the areas of absolute return funds (CPI + range), specialist bond, core domestic, global equity, and property income. We believe that our success is dependent on establishing lasting client relationships. We therefore focus our energy on delivering risk managed investment returns sought by our clients in each area via small teams of highly experienced and focused investment professionals. |
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