The greatest investment of all

Since opening our doors in 1993, we’ve set out to build a more inclusive industry and equitable society.

Three decades later, our ongoing transformation journey remains our greatest investment of all.

We train people to be world-class wherever they are.
Kirshni Totaram, Global Head of Institutional Business

Our People

Our diverse, talented team is our greatest asset

Board of Directors

50%

Are Women

80%

Are Black

Recent Hires

64%

Are Women

71%

Are Black

All employee figures are for South Africa-based employees, as at end September 2024.

OUR INDUSTRY

We’re helping to build a more inclusive and future-fit industry

Looking beyond our own walls, we are helping to drive transformation across the industry through active engagement with government, regulators and peers.

We support initiatives that develop talent and broaden access at all levels of the sector. Our track record includes supporting the establishment of three black-owned asset managers, launching programmes to grow emerging black stockbrokers, and playing a key role in creating South Africa’s first black-owned transfer agency.

Learn more about our transformation journey

52%

BLACK OWNED*

Level 1

B-BBEE CONTRIBUTOR SINCE 2021**

*As at December 2024. **As measured by the Financial Sector Code.

OUR COMMUNITY

We take a long-term view of our role in society

As an active corporate citizen, we focus on three areas with the potential to create lasting social change: education, food security and financial literacy.

We build long-term relationships with our CSI partners and support the broader ecosystem around each initiative. For example, our education programmes empower learners as well as their teachers and caregivers. Our employees are hands-on participants, and progress is tracked by our Social, Ethics and Transformation Committee to keep us accountable to our goals.

Learn more about our CSI initiatives

>300 000

LEARNERS HAVE BENEFITTED FROM OUR EDUCATION PROGRAMMES

>130 000

ADULTS HAVE RECEIVED CONSUMER FINANCIAL EDUCATION TRAINING

Figures are cumulative, since programme inception, as at end September 2024.

OUR CLIENTS

Our clients’ best interests guide every decision

Guided by the same investment philosophy since day one, we manage our clients’ capital with a long-term, valuation-driven approach grounded in rigorous research. Over the decades, this strategy has delivered consistent outperformance.

We also take our stewardship role seriously. That means staying closely engaged with the companies we invest in – meeting with boards, management teams, competitors and industry experts – to make informed decisions and help protect long-term value.

Learn more about our investment approach

92%

OF OUR SUITE OF PORTFOLIOS HAVE OUTPERFORMED THEIR BENCHMARKS SINCE INCEPTION

97%

OF OUR SA PORTFOLIOS HAVE DELIVERED ABOVE-BENCHMARK RETURNS SINCE LAUNCH

Performance is measured on an asset-weighted basis, since inception, for strategies with a 10-year+ track record. As at end September 2024.

We’ve come a long way, but the work is far from over. We remain committed to investing in the future we’re building with our people, industry, community and clients.