
Multi Asset
Multi-Asset investing at Investec Asset Management draws on our asset allocation experience, blended with our specialist expertise across multiple individual asset classes.
Our multi-asset strategies are designed to profit from a variety of market conditions and to remain relevant over time by taking a multi-faceted approach to investing. We have an active approach to asset allocation which we believe is substantially different from those employed by many of our competitors. We believe that, over time, exposure to “beta”/risk premia is a reliable source of value-add, provided that it is actively managed. We believe that asset classes have observable cycles around fair value that can be profitably exploited, given an active approach, marrying market insight and quantitative rigour.
Our investment process seeks to extract performance not only from asset allocation among traditional asset classes, but also from uncorrelated assets such as currencies and special situations (including small cap, private equity, hedge funds, absolute return strategies, forestry and property).