Investment Philosophy

We believe that tracker solutions can add significant value to a fund’s overall portfolio construction. Central to our investment philosophy is our belief that traditional beta is a valuable tool in portfolio construction, whether it be for market-capitalisation, fundamental (FTSE RAFI) or customised (e.g. S&P Africa Custom) indices.

Our success in managing tracker portfolios lies in:

• Our experienced team of people who are committed to applying their skill to every client’s portfolio,
• Our research-based skills and experience in liaising with index providers to find the best index for each client’s unique needs,
• Our application of tested optimisation models.