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Why quality companies can grow their own way
What is special about quality companies? They can grow their own way, irrespective of the macro environment. Clyde Rossouw explains more.
Find out how true quality is timeless.
The Quality companies we seek are those which can grow throughout the economic cycle. We seek world-leaders in their field that stand the test of time.
What makes a Quality company, Quality?
- Hard-to-replicate enduring competitive advantages
- Dominant market positions in stable growing industries
- Low sensitivity to the economic and market cycle
- Healthy balance sheets and low capital intensity
- Sustainable cash generation and effective capital allocation
As a result, we feel they could act as a core component of investors’portfolios.
Find out more about Quality investing and our approach at Ninety One - Watch now
Because not all quality is
our quality.
At Ninety One, we seek to invest in the best-of-breed quality companies: ‘the quality of the quality’. These are the companies that have the potential to sustain high returns and compound their shareholders’ wealth over the long term.
By investing in these companies we’ve seen,
- A strong record of outperformance over the cycle*
- With lower volatility and drawdowns, particularly in times of economic uncertainty
More about Quality investing at Ninety One
*Past performance is not a reliable indicator of future results, losses may be made.