Equity Portfolio

The portfolio invests in listed equity and property securities that are trading at a discount to intrinsic value. We determine the intrinsic value by following a bottom-up valuation-based approach, focusing on sustainable earnings, valuation, management, moat and business margin.

Benchmark
FTSE/JSE Shareholder Weighted Index (SWIX)
JSE All Share Index

Risk Definition
To avoid capital loss

Time Horizon
3-5 year

Investment Universe
Namibian, South African and Global listed equity securities and listed property

Investment Strategy
Active, bottom up valuation based investing