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We invest in companies that are undervalued and clearly demonstrate an ability to create shareholder value over time. Our fundamental, valuation-based investment approach is enhanced by other select themes that serve to reduce the cyclicality of value returns.

  • Why Invest With Us

    Why Invest With Us

    Our clients are at the heart of everything we do.
  • Our People

    Our People

    Our performance track record is a consequence of the stability and experience of our investment team.
  • Our Philosophy

    Our Philosophy

    Value outperforms over time, but themes driving markets are cyclical.
  • Our Process

    Our Process

    We follow a highly disciplined investment process to build diversified, risk-adjusted portfolios.
  • Our Funds

    Our Funds

    We offer South African general equity and sector-specific funds, as well as actively managed Frontier African equity funds.
  • Responsible Investment

    Responsible Investment

    Being responsible investors ultimately leads to improved risk-adjusted returns for our clients.
  • Related Insights

    Related Insights

    Our portfolio managers share their research and opinions.


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