Although we constantly challenge the norm and ask the tough questions, our investment process is a cautious one. All our decisions are rooted in solid research and tested knowledge. The specialists who form our investment committee offer an integrated blend of expertise. They tap into numerous sources of information and analyses to make informed, intelligent decisions that meet your individual needs.
All our portfolio managers contribute to the in-house research process. Our Chief Investment Officer, Alwyn van der Merwe, is responsible for the co-ordination of all research information and analyses.
We use our research results throughout our decision-making process:
When we do research, we look for well-known companies with the following traits to determine whether we want to invest: