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The founders of the company are Niall
Brown and Jan Kuiper. Both
have extensive experience in the fund management business.
Our Investment Approach
Our goal is to achieve investment returns which exceed both the
FTSE/JSE All Share Index and competing funds over the medium to long-term.
Achieving this aim requires superior stock selection skills and
the discipline to ignore popular opinion. Asset allocation and timing
ability will also play a role. In the sense that value investing
involves buying companies at a discount to their intrinsic worth,
we can be considered value investors. This value-based style by
it's nature may often appear to be contrarian.
Within the South African market, we look for a diverse range of
investment opportunities. These include:
- Quality growth companies not fully recognised as such by the
market
- Turnaround situations
- Corporate action possibilities
- Cyclicals at a low point in the cycle.
Conversely, we are averse to momentum investing, to fashionable
high PE growth stocks and to portfolios which correlate closely
with the All Share Index.
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