Any prudent wealth plan should be global in nature.
A global strategy provides investors access to far reaching trends and opportunities, which are changing the world and the way people are interacting with it:
- Machine learning and artificial intelligence is increasing the efficiencies of factories and cities
- Social networks are shaping societies’ views of the world continuously and instantaneously
- Consumerism is fueling innovation at a pace never seen before
A global perspective affords you access to a greater number of higher growth environments than what is achievable, or available, in any one country.
Why Sasfin Wealth
The investment team focuses on identifying the best quality companies from a vast pool of global opportunities. Our South African roots give us an intimate understanding of a local investor’s context and provides our clients convenient access to an experienced team of individuals that is in the client’s own time zone.
Why the Global Equity Fund
The fund’s primary goal is to preserve and grow wealth, by maintaining and actively managing a portfolio of carefully selected companies that meet the team’s value-based investment criteria.
The fund managers remain acutely aware of the overall makeup of the fund at all times to ensure that adequate diversification is maintained across regions and industries, as well as sectors within them.
Investment Managers Report | June 2018
Additional Video Content
Investment case for the Sasfin Global Equity Fund
Investment case for the Sasfin Global Equity Feeder Fund
Offshore panel discussion
Insights in to the Sasfin Global Equity Fund
Bruce Ackerman | Fund ManagerB.A. (Hons - Economics), MBA
Years Experience: 42
He returned to SA in 1994 as Chief Investment Strategist and global equity Fund Manager for a well-respected SA asset manager.
Bradley Mitchell | Fund ManagerB.Sc. (Actuarial Science & Mathematical Statistics)
Years Experience: 17
He was an actuarial consultant for 5 years at Momentum before spending 6 years as a quantitative strategist for a domestic sell-side broker.
Nicholas Dakin | Equity AnalystB. Bus Sci, M. Com (Fin. Markets)
Years Experience: 2
Mike Haworth | Investment StrategistB. SC. (Eng), MBL
Years Experience: 31
Alec Abraham | Senior Equity AnalystB. Com
Years Experience: 20
He is involved in fundamental company research across a broad range of industries, with particular expertise in retail and healthcare. His experience and insights have proven invaluable in our equity portfolio construction process and in building up the equity analyst team’s overall experience.
Download the Sasfin Global Equity Fund Brochure.
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