General Equity Strategy

This strategy targets long-term capital growth by investing in companies where expected future earnings are being revised upwards and valuations are reasonable.

Strategy overview

This strategy is an actively managed diversified portfolio that invests in companies where expected future earnings are being revised upwards and valuation is considered reasonable.

Strategy philosophy
  • Behavioural biases lead to mispricing which can be exploited to deliver excess returns for our investors by following a disciplined evidence-based investment process
  • Combining positive earnings revisions with reasonable valuations leads to a more consistent performance profile
We invest in companies where expected future earnings are being revised upwards and the valuation is considered reasonable.

Strategy highlights

01

Unique philosophy, which is well suited to South Africa, also providing diversification benefits when blending with other managers.

02

Deep pool of experienced analysts dedicated to the philosophy.

03

Internally developed risk management process to ensure performance consistency.

Portfolio managers

Hannes van den Berg
Co-Head of SA Equity & Multi-Asset
Rehana Khan
Co-Head of SA Equity & Multi-Asset
Samantha Hartard
Portfolio Manager

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Featured insight

Macaw feathers
Sustainable investing
12 minutes03 May 2023

SA equity and multi asset: a considered approach to sustainable investing

Over the past decade, we have found that by including a sustainability driver as part of our investment process, we have gained a greater understanding of the companies that we invest in, which has led to more sustainable investment returns.

Learn more

Important information

The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice. No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity. While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information. This material does not constitute a full summary of the risks associated with any product, fund, service or strategy. Relevant risk disclosures are available in the applicable documents, which can be requested free of charge. For details on specific funds, please refer to the relevant fact sheets. For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.