Private Client Holdings Performance

Our investment philosophy is mindful of the people who we serve and is grounded in independent, rational thinking, diversification and long-term value creation. Our investment philosophy flows through everything we do; it is the foundation on which we build our investment principles and processes. It guides the decision-making process, which leads to outcomes that are more consistent over time and inspires confidence among investors and members of the investment team.


Our core principles are:

-  Independent thinking, to continuously encourage fresh thinking

-  Better risk-adjusted returns, not focused on returns at all costs

-  Clients first, our biggest asset is goodwill

-  Cost effective, without compromising on quality


We have built a long-term track record which we are proud of, outperforming the JSE at lower risk levels over the long term.