Asset Managers

ALLAN GRAY

Established in 1974, Allan Gray Limited is the largest privately owned investment management firm in Southern Africa. Its clients comprise institutional investors, principally retirement funds, medical aid schemes and endowments, and individuals. Clients invest through either segregated accounts or collective investment funds.

CADIZ HOLDINGS

Cadiz Holdings is a leading independent South African financial services group and is listed on the JSE. It was founded in 1993 and specialises in both retail and wholesale asset management; providing fundamental and alternative investment management options. Cadiz Wealth offers investment access via unit trusts, life policies, preservation funds, retirement annuities and alternative investments to individuals.

CORONATION FUND MANAGERS

Coronation is one of the largest asset management companies in South Africa. They are essentially a stock-picking investment house whose constant endeavours in product innovation enable them to offer clients a relevant and efficient range of actively managed products. Coronation manages some of the equity allocation in the Global and Global Active Funds.

MARRIOT (THE INCOME SPECIALISTS)

The Income Specialists consider the income and capital of an investment separately. They manage income in the short-term while capital values fluctuate, recognising that capital growth is ultimately a result of income growth.

MIRZAM

Established in Florida in the United States in 2005. Mirzam's mutual fund, the Mirzam Capital Appreciation Fund (MCAF), is managed by Albert Meyer, the creator of Bastiat Capital and an award-winning accountant. The Mirzam Capital Appreciation Fund seeks long-term capital appreciation primarily by investing in equities that reflect long-term growth characteristics and generate strong free cash flow. The fund seeks to invest in companies that present the potential for long-term capital appreciation and that trade at reasonable prices or prices that are below the companies' intrinsic values in the portfolio managers' opinion.

OLD MUTUAL

Old Mutual is the largest and most well-established financial services provider in Southern Africa. Their product and service solutions take into account what clients need and deliver this through their collective skills, years of experience and their value-driven people.