OUR PURPOSE

Improving people's lives through superior asset management.  

We will achieve our purpose if our actions result in positive financial outcomes for clients, create a more equal society for all South Africans, and a more hospitable planet for our descendants - One investment at a time.

 
 

OUR CORE VALUES

Innovation
Meritocracy3
Culture of Learning
Integrity
Activism
Family & Health
 

THE DIFFERENTIAL WAY

Rocket.png

Investment firm driven by a systematic, iteratively-enhancing process and not by personality and a debating culture.

Micro.png

We are leaders in artificial intelligence, technology and data science - It pervades the company.

system.png

Philosophy and process inspired by the scientific method, guided by risk, not return.

UHB.png

The impending changes to our geological and biological ecosystems due to the Anthropocene era concern us.  We set the benchmark for activist asset management.

 

DIFFERENTIATED INVESTMENT PROCESS

Screening
Our data science and AI algorithms are used to filter the global universe  of investments for ideas that meet our requirements for potential returns and risk tolerance.
Deep Dive
We enhance machine learning and statistical forecasts with fundamental analysis using our proprietary, patent pending techniques.
Portfolio Construction
We then use our proprietary algorithms to optimise  the portfolio to achieve the desired balance of risk and potential return, with a bias towards high quality, well-run companies.
Activism
We are responsible investors and we engage with the underlying management teams on ESG issues to help ensure sustainable returns and positive impacts on society.