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.
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

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.

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

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