Investment Objective
The Fund’s investment objective is long-term capital growth.
FOCUS ON QUALITY
Managed by an experienced team with a long history of employing the quality investment style, the Fund invests primarily in equity securities of global companies that the portfolio managers believe have enduring competitive advantages and strong global brands or franchises, along with durable business models that may provide resilient growth. Those companies typically have dominant market positions in stable, growing industries; low sensitivity to economic and market cycles; healthy balance sheets and low capital intensity; and sustainable cash generation and effective capital allocation.
Firm inception: 1991
Portfolio Managers:
- Clyde Rossouw; industry since 1994
- Abrie Pretorius; industry since 2006
- Elias Erickson; industry since 2006
- Paul Vincent; industry since 2009
A HIGH-QUALITY GLOBAL PORTFOLIO
The Fund provides investors access to high-quality, global companies that are expected to consistently grow free cash flow. The Fund provides exposure to the quality investment factor in global markets, without a bias toward more traditional factors such as growth and value. The concentrated, high-conviction portfolio consists of 25 to 40 quality companies.
Total Fund Assets
$375.0 Million
Sub-Advisor (%)
Ninety One North America, Inc. |
100.0 |