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36ONE Asset ManagementAbout us36ONE is an asset management company with a +15-year track record of exceptional performance. The firm was founded in 2004 by Cy Jacobs and Steven Liptz and has in excess of R30 billion in assets under management. 36ONE manages unit trusts, hedge funds and segregated mandates for a broad range of clients which includes private clients, financial advisors and institutions (both local and international). Our investment approach is centred on the principle that the market does not efficiently price securities at all times. We therefore believe that stock selection through bottom-up fundamental analysis can outperform over time. With single-minded focus, the 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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All Weather CapitalAbout usAll Weather Capital was established in 2014 with a philosophy to provide superior and sustainable returns to our clients. All Weather is a member of UNPRI and includes CRISA and King Code principals into its investment process. All Weather acquired a Global Emerging Market team in 2019 and subsequently launched an Emerging Market product in addition to its specialist Equity and Hedge fund offering. Over the years, the business received a number of accolades, winning multiple HedgeNews Africa Awards and being top ranked in the 27Four BEE Fund Manager Survey. Today the business has over R11bn in assets under management with offices in Johannesburg and Cape Town and a staff complement of sixteen. |
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ALUWANI Capital PartnersAbout usALUWANI Capital Partners is an independent 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). |
Anchor CapitalAbout 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 globally. |
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BlueAlpha Investment ManagementAbout usBlueAlpha is a South African based asset manager established in 2003, managing unit trusts and segregated institutional portfolios with assets under management of R7.5 billion. Our primary focus is on equities – both domestic and global.Our investment in quality is founded in our top tier investment team. Our key portfolio managers, each with more than 20 years’ experience, have been recognised in the industry with numerous Raging Bull, Morningstar and Hedge Fund awards. |
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Centaur Asset ManagementAbout usFounded in 2000, with the vision to create wealth for our select client base. Centaur Asset Management’s 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 Solutions / Dimensional Fund AdvisorsAbout usColourfield is South Africa’s largest and only dedicated provider of goals-based solutions. Importantly, in partnership with Dimensional Fund Advisors, we offer thought-leading global solutions that have unrivalled academic foundations. Through the Colourfield BCI Equity Fund, investors access a leading globally recognized multi-factor equity investment approach. The Fund is managed by Dimensional Fund Advisors whose investment philosophy is endorsed by Nobel Laureates, Eugene Fama and Kenneth French. The same investment philosophy has applied over the last 40 years and is used across some 670bn USD* in assets globally. *as at 31 December 2021 |
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CoreShares Investment ManagersAbout 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). At CoreShares we are striving to perfect a passive investment approach which is derived from studying all the evidence available and interpreting our learnings scientifically into strategies we feel certain will yield the best and most reliable returns for our clients and their clients in turn. We understand better than others that it is not about rands and cents alone but something far more important: that priceless sense of freedom. That in the future you should be free from worry. To do the things you’ve longed to do. To be independent. To be generous. Providing investors with this sense of freedom is at the heart of what we do at CoreShares, and our team shares this common purpose. |
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CoronationAbout usFounded in Cape Town 30 years ago as one of the first boutique managers in the country, Coronation grew into one of South Africa’s leading investment brands today. The same entrepreneurial flair, discipline and focus on the long term that motivated us in the early days remains encoded in our DNA today. As active investors, we are driven by the single pursuit of delivering superior risk-adjusted investment returns for our clients. All our portfolios are managed according to the same long-term, valuation-driven investment philosophy. Where we identify value, we are willing to endure short-term pain in our pursuit of compelling long-term outcomes. For individual investors, we offer a focused range of domestic and international funds, designed to meet specific investor needs. We focus on working together with financial advisers to help build appropriate portfolio solutions that align with your business strategy while supporting the delivery of superior investment outcomes for your clients. As one of the largest independent asset managers, we are the custodians of the long-term savings of millions of South Africans. This is a responsibility that guides our every action, and is why we place clients at the centre of all decision making. For us ‘Trust is Earned’ is far more than three words in our logo; it is a commitment to continue working hard to earn and maintain our clients’ trust day after day, year after year – for the next 30 years and beyond. |
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Credo WealthAbout usCredo is a global, independent wealth management business based in the UK. Credo offers a range of unit trusts and managed portfolios, giving South African investors a secure route to international investments. Credo has over £4.6bn under custody and £1.2bn of discretionary AUM, representing 8,500+ different clients and 100+ wealth management firms. |
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Granate Asset ManagementAbout usGranate Asset Management is a Cape Town based, independent, employee owned, purpose driven asset manager. Our purpose is to protect and grow the savings entrusted to us by our clients. Granate is a people business. We obsess about the happiness of our clients, colleagues and communities and are committed to creating a rich and rewarding culture through our shared values. This means we can have honest and open conversations. We also have the privilege of autonomy, which enables us to make the best possible decisions for our clients. We are told we are a bit different in the way we do things, what we care about most and in how we structure our funds. We manage five South African unit trusts across the fixed income and multi-asset space. Additionally, we manage institutional mandates which follow the strategies in the unit trust space. |
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 R37 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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M&G InvestmentsAbout usM&G Investments is a global asset manager with operations in 28 countries, over 5 million clients and more than R7.0 trillion in assets under management and administration. We are also one of South Africa’s top 10 asset managers, with around R320 billion in assets under management (as of February 2023). For over 25 years we have built up an admirable track record for delivering consistently strong performance for our clients over time. We are proud to have achieved a certified Level 1 B-BBEE rating. Finally, not only are we long-standing active and engaged shareholders, but we integrate environmental, social and governance (ESG) factors in our valuations-based investment process. We offer our clients a range of world-class investment solutions to meet diverse risk and return requirements, from AI-based global equity and property funds to top-performing local equity, income and multi-asset funds. |
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Martello Asset Management LtdAbout usMartello Asset Management is a Jersey-based discretionary asset manager that specialises in focused, global equity and multi-asset portfolios. We are regulated as both an Investment and Fund Services business by the Jersey Financial Services Commission and authorised as a Financial Services Provider in South Africa by the Financial Sector Conduct Authority. Our core aim is to deliver consistent, repeatable returns through a high-conviction approach to investing. We also aim to be pragmatic thinkers – believing that a different outcome requires a different starting point and for us that starting point is independent thought. We think differently when selecting and managing investments, guided by experience, observation and the application of a rules-based approach. |
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Ninety OneAbout usNinety One is an active, global investment manager. Our goal is to provide long-term investment returns for our clients while making a positive difference to people and the planet. Established in South Africa as Investec Asset Management in 1991, we are today a global firm, dual-listed in Johannesburg and London, managing approximately R2.8 trillion on behalf of our clients. We have more than 250 investment professionals and close to 1200 permanent employees, based in 21 offices across 14 countries*. Our clients are at the heart of what we do as a business. Our long-term success depends on our ability to respond to client needs and deliver on their financial objectives. We build meaningful relationships over time and serve them locally through one of our five regional client groups. *As at 31 December 2021 |
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Orbis InvestmentsAbout usWe aim to invest in shares of companies that trade at a significant discount to our assessment of the intrinsic value of the business—intrinsic value being what a prudent businessperson would pay for the company. Put simply, we want to buy shares for much less than they are worth. When executed in a disciplined and consistent manner, we believe that this investment approach offers the potential for superior returns and reduced risk of permanent capital loss. |
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PortfolioMetrixAbout usPortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa and Ireland. Our high energy, results-driven global investment management business was founded in 2010 to help professional advisers achieve financial security and well-being for their clients, while building a sustainable business of which all stakeholders are proud. We offer a unique proposition that combines investment management and technology, delivering a scalable, consistent, and repeatable process. Our portfolios and technology are specifically configured to the region we operate in, including different currency optimisations, domestic product structures and access via local platforms. Using our WealthExplorer™ technology, advisers can fine-tune portfolios for individual clients on a scalable basis. PortfolioMetrix portfolios are accessible via custom mandates, model portfolios and unit trust. |
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Sanlam InvestmentsAbout usWith over *R540 billion in assets under management across both our retail and institutional businesses, Sanlam Investments is one of South Africa’s largest asset management companies. We leverage areas of competitive advantage to develop and grow high-quality investment solutions that are differentiated but relevant within a changing asset management landscape. In doing so, we remain responsive to our clients’ changing needs. As the South African asset management arm of the Sanlam Group, we leverage the depth and breadth of our expertise across active management, index tracking, alternative investments, responsible investing, multi-management and international investments to create more optimal portfolios for our clients. At the heart of our purpose is our journey towards long-term sustainability for South African investors and future generation, our economy, our planet and our business. *Assets under management as at January 2021. |
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SatrixAbout usSatrix is the leading provider of index-tracking investment products and exchange traded funds (ETFs) in South Africa, with over R160 billion in assets under management invested in the range of ETFs, index-tracking unit trusts, life pooled and segregated portfolios that are specifically tailored for client-specific mandates or retail funds. It pioneered index investing in South Africa, launching the flagship Satrix 40 ETF as the first locally listed ETF in November 2000. The business services the institutional, intermediary and individual investor markets. Satrix has proven expertise in risk management, portfolio analysis and index construction. Satrix holds the largest market share in the ETF industry in South Africa at nearly 30% and was the most successful raiser of new capital in 2021, at R4.7 billion. Additionally, the multi-award-winning business has grown assets under management by 50% since the beginning of 2020, under some of the most challenging market conditions in history. Satrix is wholly owned by Sanlam. |
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SchrodersAbout usAt Schroders South Africa, we focus entirely on providing offshore investment solutions to local intermediaries and institutions across a diversified range of investment strategies. We have 22 FSCA-approved offshore funds available to South African investors, which are available on a number of platforms. Our relationship with ABSA asset management also gives investors access to our strategies through a number of onshore ZAR feeder funds and our Schroder European Real Estate Investment Trust is listed on the JSE. Schroders South Africa is a wholly-owned subsidiary of Schroders plc, a global asset manager with over two centuries’ experience and $887.2 billion* in assets under management. We are determined to build future prosperity for our clients, and for all of society. As a global business that’s managed locally, our clients’ needs are at the heart of everything we do. *AUM as at 31st December 2022 |
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Sesfikile Capital (Pty) LtdAbout usSesfikile Capital is an investment management firm with a singular The business was founded with the intention of combining a hand-picked team of like-minded individuals looking to shake-off the “corporate weight” and focus solely on their passion for listed property. The view was to prioritise client fund performance over growth in AUM and be in alignment with underlying clients. We are benchmark cognisant active managers focused on delivering low risk benchmark outperformance. |
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STANLIBAbout usSTANLIB is a specialist investment manager, administering over R600 billion in assets under management. Whether you are looking to preserve your capital or create wealth long term wealth, our investment specialists can help your money do more to achieve your goals. With indepth expertise across investment disciplines, from absolute returns; fixed income to listed property, balanced, equities and alternatives; we offer solutions that span both active & passive management with single & multi-manager capabilities. Through our 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. Being part of the greater Standard Bank and Liberty Groups allows for the acquisition of advanced systems, databases and research facilities and provides unique investment opportunities while our specialist team structure enables distinct focus on their areas of expertise. Please view more detail on our website. |
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T. Rowe PriceAbout usT. Rowe Price was founded in 1937 by Thomas Rowe Price, Jr. and is an independent, listed asset manager. Our focus is on delivering long-term performance for our global clients across a broad range of active equity and bond strategies. Our long-term success is due to a strong research-oriented culture, which helps us to identify the most promising investments around the world. We are a global company with offices in 17 countries in Europe, the Americas, Asia and the Middle East. Our assets under management of USD 1,687.8 billion (as at 31 December 2021) are spread across a wide range of investment strategies. We employ 7,529 people worldwide, including 909 investment professionals including 390 research analysts. Our business strategy is focused on delivering strong long-term performance. This is assisted by our considerable organisational and financial stability and experience in all types of market conditions. |
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Vunani Fund ManagersAbout usVunani Fund Managers is a boutique asset management company that provides a broad suite of investment solutions for institutional and retail clients. Vunani Fund Managers has a strong investment capability in the areas of fixed interest, domestic equity, global equity, multi asset and passive. Within each asset class, we have a focused offering which caters to a range of different clients, both institutional and retail. Our strategic objectives incorporate:
Our offering is premised on a solid research foundation that is supported by rigorous systems development and stringent stress testing over many years. |
