The Fund aims to provide capital growth over the long term by investing primarily in South African equities (e.g. company shares)
The Fund uses a quantitative investment strategy (i.e. using a mathematical model to identify investment opportunities) with regards to stock selection and portfolio construction
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund features
A specialist equity fund for investors seeking capital growth over the long term
A well-diversified equity portfolio with no significant style exposures
Fund aims to provide incremental returns in excess of the benchmark on a consistent basis
Grant Irvine-Smith
Portfolio Manager
Grant is a quantitative specialist within Ninety One’s 4Factor team. He is responsible for leading the...
Terry Seaward
Portfolio Manager
Terry is a portfolio manager responsible for Active Quants long only and hedge portfolios within Ninety...
Investment objective summary
The Fund aims to provide capital growth over the long term by investing primarily in South African equities (e.g. company shares)
The Fund uses a quantitative investment strategy (i.e. using a mathematical model to identify investment opportunities) with regards to stock selection and portfolio construction
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund features
A specialist equity fund for investors seeking capital growth over the long term
A well-diversified equity portfolio with no significant style exposures
Fund aims to provide incremental returns in excess of the benchmark on a consistent basis
Grant Irvine-Smith
Portfolio Manager
Grant is a quantitative specialist within Ninety One’s 4Factor team. He is responsible for leading the factor research and quantitative development for the 4Factor models and universe screening tools applicable across all 4Factor strategies. Grant joined the firm in 2000, having previously worked in the engineering industry. He graduated as a Gold Medalist from the University of Cape Town with a Master of Business Administration degree in 1999 and holds a Bachelor of Science degree in Civil Engineering from the University of the Witwatersrand. Grant is a CFA® Charterholder.
Terry Seaward
Portfolio Manager
Terry is a portfolio manager responsible for Active Quants long only and hedge portfolios within Ninety One's 4Factor EquityTM team.
His previous roles include quantitative analyst and investment risk manager. He joined the firm in 2011 having previously worked in the investment and management consulting industries. He holds a Masters in Mathematical Finance and a Master of Business Administration from the University of Cape Town, as well as a Bachelor of Science Honours degree in Mechanical Engineering (cum laude) from the University of Natal, Durban.
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