Opportunity Strategy

This strategy aims to produce dependable inflation-beating returns over three- to five-year periods while minimising downside risk.
Clyde Rossouw

Strategy overview

We have a strong focus on investing in quality companies to ensure long-term sustainable growth for our investors. Quality businesses have the ability to compound shareholder wealth over the long term, and generally exhibit lower levels of volatility than overall markets.
Our absolute return philosophy is centered on achieving returns well in excess of inflation at the lowest possible risk. While we participate meaningfully in up markets, there is a strong emphasis on managing downside risk.
Our portfolio is built from the bottom-up with a long-term focus. We target cash-generative quality companies that are able to sustain high returns on invested capital.

Investment approach

01

A long-term track record in managing multi-asset strategies through various market cycles.

02

A strong focus on selecting high-quality businesses at attractive valuations.

03

Managed by a highly experienced, globally integrated investment team.

Portfolio manager

Clyde Rossouw
Head of Quality

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