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Investec Global Franchise Strategy

The Investec Global Franchise Strategy has a differentiated approach to investing in quality companies. It has a long-term investment horizon investing in world leading companies from around the globe, many of which have long trading histories, strong brands and superior competitive advantages.

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Clyde Rossouw

Portfolio Manager

Highlights


Seeks to invest in world leading companies with strong competitive advantages, superior margins and focuses on capital re-investment

A high-conviction portfolio of primarily investment grade companies, with strong competitive advantages, high customer loyalty, strong brands and no debt

Adjusts exposure to maximise downside protection and participate meaningfully in rising markets

Philosophy


1 Look to invest in world leaders within their industries.
2 A strong focus on companies with a High Return on Invested Capital (ROIC).
3 Focused on the intrinsic value of the business in which the strategy invests.

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