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Opportunity Strategy

Why Investec Opportunity?

  • Investec Asset Management has a proven 20-year track record in managing multi-asset strategies through various market cycles.
  • Proven long-term performance track record that justifies the Strategy’s focus on minimising downside risk without compromising on the performance objective.
  • Dedicated absolute return portfolio managers that tap into a globally integrated investment team with over 100 equity and fixed income investment professionals, searching for appropriate investment opportunities
  • Unique investment approach supported by a robust investment process.
  • We are able to provide a customised solution to meet client needs.
  • Supported by committed leadership.

Overview

The Investec Opportunity Strategy has strong focus on capital preservation and absolute returns through active asset allocation and stock selection decisions.  Rather than trying to outperform other balanced funds or the market, the portfolio manager aims to achieve inflation-beating returns at the lowest possible risk.  The portfolio invests in a mix of assets such as equities, cash, property and bonds, and may also invest in offshore assets, providing further diversification opportunities.  When making investment decisions the possibility of losing money is a more important consideration than the potential investment gain.

Objective

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.

Investment Philosophy

The Investec Opportunity Strategy investment philosophy is encapsulated in its definition of risk and can be summarised as follows:

  • Absolute return investing is about beating inflation at the lowest possible risk.
  • 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.
  • 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.
Contact us for more information: Natalie Phillips - Head of SA Institutional
natalie.phillips@investecmail.com
+27 21 416 1700
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Clyde Rossouw

Portfolio Manager

Sumesh Chetty

Portfolio Manager