Our Investment Strategy
Multi-Manager Approach: Specializing in combining only top specialist equity and fixed-income managers into cohesive, high-quality investments.
Precision Risk/Return Targeting: Our Wealth Builder range of multi-manager funds target specific risk tolerances of individual investors and has a history of achieving precision returns that are equally distributed along the risk curve.
Balanced Manager Correlation: We blend high-quality managers with distinctly contrasting approaches to investing that we expect to outperform in contrasting market conditions, which provides clients with a smoothed investment journey.
Proudly Local: We are the only Multi-Manager based locally in KZN. We are proud of our focus on serving our community and providing an opportunity for local talent to build their Asset-Management capabilities without having to move to Cape Town or Johanesburg.
Commitment to Diversity: Actively expanding our team with young black professionals, aligning with our ethos of empowerment and representation, an essential requirement to the success of our country.
