Featured strategies

We provide a comprehensive range of investment strategies and portfolio management services to our institutional and advisory clients; shaping our business to meet their needs. The strategies featured demonstrate our focus on global and emerging market investing across asset classes.

Equity investing

We have been managing equity portfolios for over two decades and are proud to be the trusted equity manager for some of the largest institutional investors around the world.

The Global Franchise Strategy, which is managed by the Quality team, aims to achieve long-term outperformance primarily through investment in a concentrated number of high quality, attractively valued, well-run companies that have strong balance sheets and dominant market positioning. The Strategy seeks and continues to hold shares in businesses that we believe are less impacted by the global economic cycles.

The Global Dynamic Equity Strategy, which is managed by the 4Factor Equity team, aims to provide long-term capital growth primarily through investment in global equities using a proprietary stock-picking approach, which is not dominated by any specific style. The Strategy offers a concentrated portfolio of high conviction stocks.

The Global Endurance Equity Strategy, which is managed by the 4Factor Equity team, aims to achieve long-term capital growth by avoiding the most volatile stocks and focusing on those with an attractive dividend yield. It was developed from a belief that employing an investment approach that concentrates on dependable, higher dividend-paying stocks should deliver a less volatile equity performance without sacrificing long-term returns.

The European Equity Strategy, which is managed by the 4Factor Equity team, aims to achieve long-term capital growth primarily through investment in companies either listed and/or domiciled in Europe, or established outside of Europe but carrying out a significant portion of their business activities in Europe.

Emerging market debt investing

Given our South African roots, Emerging Market Debt (EMD) investing has always been a core part of our business. We were one of the first to build a dedicated team to invest in EMD on a global basis offering innovative off-the-shelf products as well as bespoke strategies that derive their returns from a wide range of global emerging market, frontier and regional assets.

The Strategy aims to provide long-term total returns, primarily through investment in a diversified portfolio of local currency debt securities issued by emerging market borrowers and derivatives which offer exposure to such debt securities.

The Strategy aims to provide long-term total returns, primarily through investment in public sector, sovereign and corporate bonds issued by emerging market borrowers. These securities will be primarily denominated in hard currencies (globally traded major currencies).

The Strategy aims to achieve long-term total returns primarily through investment in corporate bonds issued by companies which have their registered office in emerging markets, or carry out a significant proportion of their operations in emerging markets. The Strategy may invest in derivatives which offer exposure to such debt securities.

The Strategy aims to achieve long-term total returns primarily through investment in sovereign bonds issued by emerging market borrowers in both local and hard currencies. It will seek to outperform the comparison index through both currency and local bond markets, hard currency emerging market debt, emerging market corporate bonds as well as active yield curve plays and issue selection.

Diversified, benchmark agnostic, an EMD strategy that aims to generate improved risk-adjusted returns by taking a total return approach. It invests predominantly in local currency debt with diversifying allocations to hard currency and corporate debt.

Multi-asset investing

We focus on delivering the outcomes that our clients care about. These include equity-like returns with lower volatility; sustainable income with stable capital; and targeted returns using a flexible fixed income approach. We believe this is best achieved by analysing opportunities from the bottom-up; diversifying between growth, defensive and uncorrelated exposures; and being flexible in our asset allocation.

The Strategy aims to deliver achieve attractive real returns of US CPI +5% over the long term. Dynamic and flexible asset allocation enables the strategy to invest across a globally diverse range of asset classes grouped together into Growth, Defensive and Uncorrelated baskets.

Featured strategies

Equity investing

Overview

Equity investing

Global Franchise

Global Dynamic

Global Dynamic Equity

Global Endurance

European Equity

Emerging market debt investing

Overview

Overview

Local Currency Debt

Hard Currency Debt

Corporate Debt

Blended Debt

Total Return Debt

Multi-asset investing

Overview

Global Diversified Growth

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Featured strategies

Direkte Links

Equity investing

Overview

Equity investing

Global Franchise

Global Dynamic

Global Dynamic Equity

Global Endurance

European Equity

Emerging market debt investing

Overview

Overview

Local Currency Debt

Hard Currency Debt

Corporate Debt

Blended Debt

Total Return Debt

Multi-asset investing

Overview

Global Diversified Growth