4Factor

Our 4Factor investment framework is founded on the belief that equity markets are inefficient, based on behavioural reasons.

We are bottom-up fundamental stock pickers.

We scrutinise companies against four alpha-generating factors, combining traditional investment criteria (Value and Strategy) with behavioural finance (Earnings and Technicals).

Our proprietary 4Factor screen objectively ranks the market, removing any biases. This focuses our fundamental research platform on the most compelling investment ideas for inclusion in the portfolio.

We look for high-quality, attractively valued companies with improving operating performance that are receiving increasing investor attention. Our aim is to avoid behavioural errors and to take advantage of market inefficiencies.

Combining earnings revisions and reasonable valuations, has the potential to deliver dependable market-beating returns over the long term.
Hannes van den Berg