Portfolio Manager Clyde Rossouw introduces the Global Franchise strategy and explains the investment process.
01We invest in world-leading companies with enduring competitive advantages, strong management teams, superior margins and a focus on capital re-investment. |
02This is a high-conviction portfolio of primarily investment-grade companies, with high customer loyalty, strong brands, low debt levels and healthy balance sheets. |
03We adjust exposure to maximise downside protection and participate meaningfully in rising markets. |
04We manage valuation risk by investing in quality companies at reasonable prices. |