Navigation Search
Close

Select your location and role to view strategy and fund content

South Africa
  • Global homepage
  • Australia
  • Belgique
  • Botswana
  • Denmark
  • Deutschland
  • España
  • Finland (Suomi)
  • France
  • Hong Kong (香港)
  • Ireland
  • Italia
  • Luxembourg
  • Namibia
  • Nederland
  • Norway
  • Österreich
  • Portugal
  • Singapore
  • South Africa
  • Sweden (Sverige)
  • Switzerland
  • United Kingdom
  • United States
  • International
Professional Investor
  • Professional Investor
  • Individual Investor

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. We use cookies to ensure that we give you the best experience on our website. This includes cookies from third parties. Such third party cookies may track your use of our website. By continuing you are confirming that you are happy to receive all cookies on our website. Please refer to our Cookie Policy for further information, including steps to take to disable cookies.

By entering you agree to our Terms & Conditions

Investec Opportunity Strategy

The Investec Opportunity Strategy aims to produce dependable inflation-beating returns, while minimising downside risk. The objective is to achieve returns well in excess of inflation measured over three to five-year periods.

View indicator View factsheet

Clyde Rossouw

Portfolio Manager

Sumesh Chetty

Portfolio Manager

Highlights


Proven 20-year track record in managing multi-asset strategies through various market cycles

Unique investment approach supported by a robust investment process

Globally integrated investment team with over 100 equity and fixed income investment professionals

Philosophy


1 Absolute return investing is about beating inflation at the lowest possible risk.
2 Risk is defined primarily as the risk of losing money. Much more attention is given to potential downside than potential upside when investment decisions are taken.
3 Downside volatility is regarded as more detrimental than overall volatility. Absolute volatility is very important in managing the protected component of the portfolio. It is extremely important to limit losses – these are very difficult to make up over time as these eventually lead to risk-seeking behaviour.

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.

Read more

2019 Investment Views

From tailwinds to headwinds: a new market regime?

Read more

Growth and resilience in uncertain times

Why we prefer global quality equities and local bonds.

Read more

Contact us for more information

Contact our Institutional client team