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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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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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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 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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Amplify Investment PartnersAbout usAmplify Investment Partners offer a more intelligent approach to investing. Their team of next-generation asset managers are carefully selected for their proven ability to generate superior risk-adjusted returns, while they contribute towards initiatives that truly matter. Amplify’s bouquet of hedge funds, which are by their nature designed to mitigate downside risk, but are relatively complex investment products, provide an added layer of diversification for investors that are well on their way towards their savings goals. Amplify is the first asset manager in South Africa to make its hedge funds available to retail investors on LISP (Linked Investment Service Provider) platforms. Amplify knows that investing needs to be done for a purpose. That’s why a portion of their revenue is allocated to projects that make a real difference to the world around them. Amplify are committed to several conservation, youth employment, education and tourism initiatives. Disclaimer: |
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. |
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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Bateleur CapitalAbout usBateleur Capital is an independent, owner managed fund management business based in Cape Town, South Africa that was founded in 2004. The business has developed a lengthy track record of consistent real returns within conservative risk parameters. Our products include a long/short hedge fund, a market neutral hedge fund, a flexible asset allocation unit trust, an equity only unit trust and selected equity only mandates. We apply a consistent investment process across all our investment products, combining bottom up, fundamental stock selection with a top down macro overlay. Our hedge fund background prioritizes capital preservation as an investment objective. |
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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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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. 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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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. |
Equilibrium Investment ManagementAbout usEquilibrium Investment Management (Pty) Ltd is an independent discretionary fund manager that partners with financial advisers to help them enable their advice outcomes. Equilibrium brings balance to an advice practice by delivering services and investment solutions to help clients achieve their defined investment goals. |
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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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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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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. |
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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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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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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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Methodical Investment ManagementAbout usMethodical Investment Management (Pty) Ltd is an independent, specialist investment manager regulated by the South African Financial Sector Conduct Authority and approved as an Investment Manager by the Central Bank of Ireland. We offer a broad range of solutions to meet varying investor requirements. Our approach is to optimise technology and tradition, taking fundamental investment theories and applying them in a data-intensive environment. |
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 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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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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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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Sasfin Asset ManagersAbout usAt Sasfin Asset Managers, we understand the importance of lasting and sustainable legacies. To achieve that, we navigate a path to growth through a disciplined approach to balancing risk and return, by taking appropriate risk at the appropriate time. We have garnered a reputation as one of South Africa’s leading boutique investment managers. Our offering incorporates a range of award-winning equity, income and multi-asset class funds designed to suit the needs of institutional and retail clients. Our investment team includes some of South Africa’s most highly regarded Fund Managers, several of whom have managed large-scale institutional money for decades. This ability to attract top talent has also ensured that the meticulous research produced by our in-house team, coupled by close partnerships with leading global research houses, is always of the highest calibre. |
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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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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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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 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. |
