Our portfolio managers provide thought-provoking and timely commentary designed to help financial professionals make informed investment decisions. We write thought papers on global, emerging and frontier markets spanning the equity, fixed income, multi-asset and alternative asset classes.
In its simplest form, Quality investing seeks to build an attractively valued portfolio of high quality businesses, each with a robust wealth preservation profile.
Our proprietary 4Factor Equities strategy focuses exclusively on companies which we believe are high quality, attractively valued, improving their operating performance and receiving increasing investor attention.
Our firm has its roots in Cape Town, South Africa, where it was founded in 1991. We are pioneers of investing in frontier and emerging market equities.
Emerging Market Debt (EMD) has become an increasingly important asset class over recent years and it has always been a core part of our business.