Value Equity Investments

We are driven to create and preserve wealth for our clients. We build risk-adjusted portfolios from shares that are cheap relative to their intrinsic value, with the view to realising that gap once the pricing anomaly ends.

We are maverick investors or our approach is contrarian in nature: when the market overacts to bad news, like disappointing earnings, negative publicity or legal issues, shares often fall below their intrinsic values. This is typically when they are moving onto our BUY list.

As leading value investor Warren Buffet says, “The investor of today does not profit from yesterday’s growth”. Conversely, we are always seeking opportunities to sell where shares have moved too much onto the radar screens of the broader fund management industry.

We are bottom-up stock pickers and construct our portfolios through in-depth fundamental research. We are unconstrained in terms of our share selection, whereby we rely on our independent, well-proven investment process.

"Most of the time common stocks are subject to irrational and excessive price fluctuations in both directions as the consequence of the ingrained tendency of most people to speculate or gamble... to give way to hope, fear and greed," says Warren Buffett’s mentor, Benjamin Graham. It is for these reasons that, to us, fundamental research is vital to eliminate any emotions in our investment process.

A major advantage is our access to OMIGSA’s vast research and IT capabilities. Our portfolios typically consist of shares that exhibit the characteristics of lower price-to-earnings ratios, higher dividend yields and lower price-to-book ratios than the overall market. This provides investors with lower volatility and, ultimately, higher risk adjusted returns.

The Value Equity Investments boutique offers clients value-style portfolios managed by fund managers who are driven to perform, believing fervently in the principle of "Price is what you pay. Value is what you get."

• Segregated
• Retail

	Fact Sheet
Value Portfolio

	Fact Sheet
OM High Yield Opportunity Fund (Unit Trust)
OM Value Fund (Unit Trust)

Contact Details

To experience Performance through Focus and gain access to our exciting boutique, please call Nobukosi Ndebele on (011) 217 1882.