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Who we are

Perpetua is an independent, owner-managed boutique investment management firm.
We strive for excellence in performance, conduct and engagement and operate out of a purpose-driven culture.
We consistently employ a long-term investment philosophy that is sound, unwavering and that doesn’t follow the crowd.
Our investment process is rigorous, repeatable and pragmatic.


We will always remain true to who we are through being


Disciplined value investors
Partnership and relationship focused
Steadfast
Fair to clients and employees
Honest, transparent and humble
Committed to improving the lives of our clients and employees
Focused and determined
Diverse and inclusive

 

Perpetua is derived from the Latin word “perpetuus” meaning “continuous”, “enduring” and “lasting”. Like our name, our brand mark itself is unending and in a state of continuous, repetitive motion. This talks to our long-term, repeatable and steadfast investment approach.

How we invest


We are disciplined value investors.

This approach is designed to preserve capital and generate excellent investment returns over the long-term.


Our investment philosophy is centred on the bottom-up, fundamental research of companies.
We seek out mispriced, undervalued companies and invest with a long-term and patient view.
Our investment process ensures we invest according to the convictions of our research, not to benchmarks.
We are concerned with doing what is right for the long-term, not simply what is popular for now.

Unit Trust Funds

Individual investors may invest in our range of unit trust funds. See what type of unit trust funds we have available.

Institutional

Institutional investors seeking to invest via segregated portfolios have the following mandates available for investment.

Meet the people


Perpetua is a team of experienced, committed and focused people.

The entire team has gained the majority of their individual experience in the investments industry.  While we believe strongly in individual accountability, we also understand the benefits of a collaborative team-based mindset with a shared commitment to professionalism and excellence in all we set out to do.


Delphine has over 21 years’ financial services experience of which the past 18 years have been spent directly in investment management. Delphine co-founded Perpetua in 2012 after having spent almost 11 years at Allan Gray Limited, where she held positions of Portfolio Manager and executive Director. She is a qualified CA(SA) and CFA charterholder. Delphine is Perpetua’s Chief Investment Officer and accordingly has portfolio management responsibilities over all asset classes.
Lonwabo has over 12 years’ financial services experience of which the past 9 years have been spent directly in investment management. Lonwabo joined Allan Gray Limited in 2007 as an analyst where he spent 4 years. In early 2011 Lonwabo joined Stanlib as an analyst and left the firm 18 months later,in September 2012 to join Perpetua as one of the firm’s first staff. He is a qualified CA(SA) and CFA charterholder. Lonwabo serves as Head of Research at Perpetua and also is one of Perpetua’s equity and balanced portfolio managers.
Patrick has 20 years’ experience in the investments industry spanning primarily listed equity investments as well as private equity. Patrick has gained this experience at Old Mutual Investment Group, Syfrets Managed Assets, Mtungwa Investment Holdings and Vunani Fund Managers. He holds a BCom Hons degree and an EDP. Patrick is one of Perpetua’s equity and balanced portfolio managers.
Logan has over 25 years’ experience in the financial services industry. This has spanned from audit and advisory experience at Deloitte to investment banking and structuring experience at PSG Investment Bank, Mettle, Zero One Nine Capital and Pr1me Investment Managers. He is one of Perpetua’s co-founders and is qualified CA(SA) and holds post graduate diplomas in Taxation (UND) and Financial Markets and Instruments (RAU). Logan is Perpetua’s Chief Operating Officer.
Mahesh is a qualified actuary with over 15 years' investment experience. The majority of Mahesh’s investment experience was gained at Allan Gray (Pty) Limited where he was employed for close to 14 years and held the position of Head of Institutional Clients for many years. During his time at Allan Gray, Mahesh served as a director across several boards including as an executive director of Allan Gray (Pty) Limited for over 10 years, from 2006 until his departure earlier this year. Mahesh is Perpetua's Deputy Chief Operating Officer.

Insights and Latest News

Below you will find a selection of our latest insights, views, news and opinions. If you enjoy the content, please make sure you sign-up for our newsletter.

Contact us


In a world where now is ‘short term’, tomorrow is ‘medium term’ and last week is ancient history; we aspire to offer our clients a long-lasting, reliable and stable home for their money.
If you are interested in finding more about our firm; our investment capabilities; our funds or possible career opportunities, please make contact with us.

We look forward to hearing from you.


Cape Town (Head Office)

phone_icon   +27  21 674 4274

email_icon   Info@perpetua.co.za

Johannesburg

phone_icon   +27 11 759 4061

email_icon   Info@perpetua.co.za

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