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Investec General Equity Strategy

The Investec General Equity Strategy is an actively managed diversified portfolio that invests in companies where expected future earnings are being revised upwards and valuation is considered reasonable.

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Chris Freund

Portfolio Manager

Highlights


Unique philosophy which is well suited to South Africa, also providing diversification benefits when blending with other managers

Deep pool of experienced analysts dedicated to the philosophy

Internally developed risk management process to ensure performance consistency

Philosophy


1 Behavioural biases lead to mispricing which can be exploited to deliver excess returns for our investors by following a disciplined evidence-based investment process.
2 Combining positive earnings revisions with reasonable valuations leads to a more consistent performance profile.

Insights

Read the latest insight from our investment professionals.

InPerspective Summer 2019

Read how we’re assessing the domestic and global environment, managing risks and capturing opportunities in this issue.

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2019 Investment Views

From tailwinds to headwinds: a new market regime?

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Growth and resilience in uncertain times

Why we prefer global quality equities and local bonds.

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Contact us for more information

Contact our Institutional client team