Growth and resilience in uncertain times
In these uncertain times, we continue to position our portfolio for resilience and structural growth by maintaining our focus on attractively valued quality companies., writes Clyde Rossouw.
Clyde Rossouw
Not the time to take a side in the market crossfire
Markets are caught in a crossfire. The investment environment calls for identifying best-in-class businesses rather than proactively positioning global equity portfolios for one specific market outcome.
The importance of maintaining a balance of exposures in current market conditions
The Investec Opportunity fund is a balanced portfolio of high-quality local and foreign stocks and fixed income assets.
Three reasons why there’s still value in ‘Quality Stocks’
In the context of today’s macroeconomic backdrop, the question for investors is how sustainable is the risk-on trade, and are quality companies still well-placed to provide long-term outperformance?
Clyde Rossouw: Turbulent wages of QE – how it changed politics, investments
Clyde Rossouw proves the case for consistency in money management. Portfolio manager of the Investec Opportunity Fund for the past 14 years, his rational investment process is a rare outperforming beacon among actively managed funds.
Abrie Pretorius’s tightly focused portfolio – managing money New York style
Abrie Pretorius gives us insight into his favourite stocks, the “Amazonisation” of retailing and why a fifth of his portfolio is entrusted in shares of cigarette makers.
Clyde Rossouw explains how his Investec Opportunity Fund is beating the market
Investec’s money manager Clyde Rossouw supports the theory that investors improve with age.