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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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.