Quality is the new core – and these are the reasons

Innovation and sustainability foster key qualities in a company that contribute to an enduring competitive advantage. This creates resilience in tough times and growth potential during a recovery.

What is Quality?
Quality is the new core
Quality is a core allocation
  • Quality companies are defined by their ability to deliver resilient earnings growth throughout market cycles, not just their growth potential or value
  • High quality companies are those with enduring competitive advantages that enable them to deliver long-term structural growth. Typically, they are resilient during times of economics stress because their revenues are repeatable.
  • Our purist approach to quality investing – focuses solely on what we believe to be attractively valued best-of-breed quality companies with the following key attributes:

Quality is a core allocation English

What is Quality?

Quality is a core allocation
  • Quality companies are defined by their ability to deliver resilient earnings growth throughout market cycles, not just their growth potential or value
  • High quality companies are those with enduring competitive advantages that enable them to deliver long-term structural growth. Typically, they are resilient during times of economics stress because their revenues are repeatable.
  • Our purist approach to quality investing – focuses solely on what we believe to be attractively valued best-of-breed quality companies with the following key attributes:

Quality is a core allocation English

Why now?

Why ‘Quality’ during inflationary environments?

Dollar sign iconPricing power



They have significant pricing power given their strong competitive positions

Umbrella icon Low capital intensity



They are low capital intensity businesses, backed by intangible assets

balance scales icon Healthy balance sheets



They have healthy balance sheets, insulating them from rising financing costs

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Why Ninety One for Quality?

Why Ninety One for Quality?
Quality outcomes

Investment solution

Our investment solution

Within Ninety One's equities capability, the Ninety One Quality team seeks to invest in high quality companies across a range of investment solutions tailored to varying investor needs. The team manages attractive total return strategies with both a global and regional focus, some of which are focused on capital growth and others on sustainable dividend growth.

Clyde Rossouw
Paul Vincent
Ben Needham
Abrie Pretorius
Elias Erickson

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