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Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future.

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South African Equities

Overview

Investec Asset Management is a leading manager of third party equity assets in South Africa. Our South African equity capability is unique because we do not follow a single philosophy investment process.

In South Africa we believe investment insight is generated in an environment where investment professionals with different investment styles and philosophies can share and debate investment opportunities. We refer to the model as a multi-specialist equity framework. 

Within this framework our tailored investment strategies are managed by small teams who are directly accountable for their investment results.

Investec General Equity

This investment strategy is premised on the fact that generally markets are efficient in the long term, but short-term inefficiencies provide significant investment opportunities. The Strategy is based on bottom-up fundamental analysis combined with a top-down macro approach.

The investment philosophy provides investors with an actively managed portfolio that invests in reasonably valued shares where expectations of future profits are being revised upwards relative to consensus expectations. 

Investec Value Equity

This investment strategy has a value style bias. It aims to achieve significant out performance over the long term by investing in the equities of companies with favourable valuations. The Strategy is suitable for investors looking for a South African equity value style portfolio which consistently applies this style throughout market cycles.

Other Equity Strategies:

Investec Active Quant Equity
Investec Listed Property Equity

 


Chris Freund

Portfolio Manager

Rhynhardt Roodt

Portfolio Manager

John Biccard

Portfolio Manager