a. What is our asset management approach?
Our objective is to achieve Absolute return and Wealth preservation, allowing our clients the ability to leverage off our philosophy to make sure that their families financial futures will be secured.
Using a top-down approach, we look at buying mega-cap, market-leading companies that generate significant amounts of cash, that withstand tough economic conditions. In doing so, it provides the portfolio with the ability to preserve capital, the ability to invest in great businesses at decent prices and pay dividends.
As mentioned, where it’s practical and possible, we would look to phase in equities over a period of time to mitigate risk.
Our Asset Management services extend to Reg 28, Personal Share Portfolios, Retirement Annuities, Wrappers & Endowments.
b. Who: Who do we work with?
c. Why is our asset management approach better?
Our belief is not to track the markets relative performance.
Our goal is to perform throughout market cycles on an absolute basis across different asset classes (bonds, stocks, cash, real estate investment trust & preference shares) to ensure our risk is diversify.
We use a unique approach to asset allocation in our investment process.
Book an appointment with one of our professionals
d. Which markets do we invest in?
We invest both locally and abroad in various asset classes, focusing specifically on JSE, FTSE, NASDAQ & S&P500 companies.
Our 3 Flagship longterm Investment Solutions:
*Chart showing the JSE top 40 vs the Nasdaq in USD
Chief Investment Officer
Our investment committee is headed up by Greg Saffy, to note some of his accolades: CA (SA) and CFA Charter Holder, Top-rated financial services banking analyst for 10 years – also rated in small caps, corporate governance and property, Rated top 5 in South Africa (all analysts in all sectors) in a 2014 Extel survey. Won RMB deal of the year in 2014 – a track record of managing funds, sourcing deals, and restructuring. Extensive network both within the financial community and in numerous industries. Key expertise includes investment analysis, deal origination, and implementation.
The investment committee which is chaired by Greg Saffy and consists of Dylan Bester, Paul Johnson, Jason Farber.
The team meets regularly and has quarterly reviews on portfolio positioning in relation to current global trends and the Macro-economic backdrop to ensure the most favorable asset allocation is achieved. A Quarterly Bulletin is also compiled and updated to all client’s in an easy to read format.
Meet Our Respective Team
Jessica Le Grange
Contact: 011 523 3591