Balanced Strategy

This strategy generates capital growth through targeted exposure to equities, while fixed income provides stability.
This strategy generates capital growth through targeted exposure to equities, while fixed income provides stability.

Strategy overview

Our actively managed strategy is suitable for investors seeking capital and income growth over the long term. Diversification across geographic markets and asset classes, coupled with a disciplined investment process, enables us to capture opportunities to generate wealth while managing risk.

We strongly focus on delivering inflation-beating returns over time and recognise equities as a key engine of growth. The strategy invests in reasonably valued companies whose expected future profits are being revised upwards.

Strategy highlights

01

A globally integrated approach to investing, gives us the edge when it comes to asset allocation and stock selection.

02

Implementing our best equity ideas with conviction creates the potential for outperformance.

03

A robust investment process and integrated proprietary risk control measures underpin the strategy.

04

We believe sustained outperformance over the medium to long term can be achieved from focused, multi-specialist investment teams working together within a clearly defined process.

We invest in companies where expected future profits are being revised upwards and the valuation is considered reasonable.
Chris Freund and Hannes van den Berg

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