Head of Research, Victor Mupunga, discusses our investment philosophy, outlining how we define quality and identify high-quality companies by blending quantitative metrics – like profitability, leverage, cash generation and earnings – with qualitative factors such as management quality and industry dynamics. This approach enables us to invest in companies with strong potential for long-term growth and resilience, even in challenging market conditions.

With over 150 years of industry leadership, Atlas Copco, a holding with our Global Equity Model Portfolio, has solidified its position as a global leader in industrial solutions. Research Analyst, Nadine Chetty-Khan highlights how the company combines sustainability, innovation and a decentralised governance structure to drive operational efficiency and details how it is positioned for growth in trends like energy efficiency, electric vehicles and digitalisation. She makes the point that Atlas Copco continues to be a compelling investment choice for long-term growth in a highly competitive market.

Research Analyst, Tasneem Samodien explores Mr Price (MRP), a holding in our Core Equity Model Portfolio, highlighting the company’s strategic focus on the South African market and its resilience in the face of economic pressures and global disruptions. She unpacks how MRP successfully navigated South Africa's "lost decade" (2010 – 2019) and the COVID-19 pandemic, achieving steady organic growth and operational efficiency. Tasneem also explains how the company is well-positioned to benefit from improving consumer sentiment and easing inflation, making it our top pick in the local retail sector.

Fiduciary Specialist, Godwin Magosha discuss es the importance of adapting wealth transfer plans to changing tax laws and family circumstances, particularly for South African tax residents with non-resident heirs. In this article, he emphasises the need for proactive adjustments to safeguard legacies and optimise wealth transfer.

Jean Minnaar highlights the growing complexity of global wealth management and the critical role of family offices in navigating diverse tax laws and ensuring long-term family legacy preservation.