Global Franchise Strategy

This strategy has a differentiated approach to investing in quality companies. It has a long-term investment horizon, investing in world-leading companies from around the globe, many of which have long trading histories, strong brands and superior competitive advantages.
This strategy has a differentiated approach to investing in quality companies. It has a long-term investment horizon, investing in world-leading companies from around the globe, many of which have long trading histories, strong brands and superior competitive advantages.

Strategy overview

Our portfolio is built from the bottom-up with a long-term focus, targeting cash-generative companies able to sustain high returns on invested capital. The long-term strength of a company’s business model and the sustainability of its competitive advantage form an integral part of our bottom-up analysis.
Avoiding capital losses is just as important as achieving gains when it comes to generating sustainable long-term returns. So, we seek resilient companies that have defensive characteristics.

Strategy highlights

01

We invest in world-leading companies with enduring competitive advantages, strong management teams, superior margins and a focus on capital re-investment.

02

This is a high-conviction portfolio of primarily investment-grade companies, with high customer loyalty, strong brands, low debt levels and healthy balance sheets.

03

We adjust exposure to maximise downside protection and participate meaningfully in rising markets.

04

We manage valuation risk by investing in quality companies at reasonable prices.

As active investors, we have the ability to manage downside risks, while still participating meaningfully in up markets.
Clyde Rossouw

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