We look for the best of the best among quality companies. Our differentiated approach focuses on companies with enduring competitive advantages, disciplined capital allocation and sustainable cash flows. And, importantly, are attractively valued.
We look for the best of the best among quality companies. Our differentiated approach focuses on companies with enduring competitive advantages, disciplined capital allocation and sustainable cash flows. And, importantly, are attractively valued.
Why Ninety One for Quality
There may be many companies some consider to be quality, but not many meet our exacting requirements.
Through exhaustive fundamental research and by taking a global approach, we seek to identify those companies with the rare and exceptional characteristics that can deliver sustainably high returns on capital, and compound cash flows over the long term.
We look for companies with durable business models which can provide resilient growth. They possess some of the following key attributes.
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
There are not many companies that can provide the durable, resilient growth potential we seek. Finding them requires extensive research. And once we find those stocks, we tend to make long term investments.
Clyde Rossouw
Simon Brazier
Our research
We have exacting requirements on the companies we add to our portfolios. This requires deep fundamental research conducted by specialists in that sector and then exhaustive peer review.
ESG considerations are fully integrated across all our Quality strategies and we work closely with Ninety One’s ESG team as part of this analysis.
We tend to invest for the long term and take an owner mind set, actively engaging with management.
We build high conviction portfolios, where each holding counts. Our portfolios are therefore well differentiated from their respective benchmark indices and have high active share. We also offer a dedicated UK Sustainable Equity strategy which seeks to provide attractive financial returns and invest in companies making a positive contribution to the future of society and the environment.
Global Range
At Ninety One, we have been managing quality strategies since 2007. We run a range of growth and income strategies – global, UK and regional with a strong record of long-term outperformance and lower volatility.*
Global skillset
The team running this broad range of strategies is fully integrated and located in London, New York and Cape Town. This diversity provides a rich pool of skill sets and perspectives which are incorporated across the team for the benefit of all the strategies we run.