Bringing mastery & insight together
Investing with clarity, conviction and discipline, we are rooted in the pursuit of investment insight and continuous excellence for our clients. As stewards of capital entrusted to us, we take a long-term approach to ensure alignment and impact.
Empower
Empower
Authentic
Authentic
Enduring
Enduring
Our investment
beliefs
Our investment philosophy is centred on the bottom-up, fundamental research of investments. We seek out mispriced, undervalued investments and invest with a long-term and patient view.
Our investment process ensures we invest according to the convictions of our research with an emphasis on mitigating permanent downside risk. We concern ourselves with doing what is right for the long-term, not simply what is popular for now
Perpetua SCI Equity Fund
The Perpetua SCI Equity Fund aims to deliver superior risk-adjusted returns relative to the market benchmark in the medium to long term by using Perpetua’s bottom-up research and stock selection, and high conviction portfolio construction within a defined risk-conscious investment process. The Fund is suitable for investors who are seek long term alpha generation from a strategy benefiting from strong stock selection while seeking to minimise permanent capital loss.
Risk Profile:
Aggressive
Perpetua SCI Relative Equity Fund
The Perpetua SCI Relative Equity Fund aims to deliver superior risk-adjusted returns relative to the market benchmark in the medium to long term by using Perpetua’s bottom-up research and stock selection while controlling the risk of underperformance in the short term through portfolio construction. The portfolio is suitable for investors who seek long term alpha generation while limiting the risk of short term underperformance.
Risk Profile:
Aggressive
Perpetua UCITS Fund
The Perpetua Global Equity UCITS Fund aims to outperform the benchmark MSCI All Country World Index in the medium to long term by using Perpetua’s bottom-up research and stock selection to build a high conviction portfolio within a defined risk-conscious investment process, consisting of shares listed on developed and emerging market stock exchanges. The Fund is suitable for investors who accept short term volatility in the pursuit of long term alpha generation.
Moderate Aggressive
Perpetua SCI Balanced Fund
The Perpetua SCI Balanced Fund is a multi-asset class portfolio investing in equities, bonds, cash and commodities in the domestic and global markets subject to the restrictions of Regulation 28. The Fund is managed in a manner to deliver returns above long term target of SA CPI+5%. The strategy benefits from Perpetua’s top-down macro driven asset allocation process combined with bottom-up fundamental asset class research and stock-picking.
Risk Profile:
Moderate
The Perpetua Flexible Fixed Interest portfolio provides investors with a blend of stability, income and capital appreciation. The fund aims to deliver outperformance against the BEASSA ALBI benchmark by investing in credit opportunities, duration positions, structured notes, derivatives and alternative strategies. The fund aims to minimise volatility by utilising the various instruments in the fixed income universe.
Risk Profile:
Aggressive
Our Annual Stewardship Report
December 2023
“Stewardship is the responsible allocation, management and oversight of capital to create long-term value for clients and beneficiaries leading to sustainable benefits for the economy, the environment and society.” 2020 Stewardship Code
Latest news
Fixed Income Quarterly Commentary Q3 2024
The Lesser Evil: why the SARB needs to cut interest rates
Perpetua’s 7th annual investment career workshop
Mastering insightful investing
Perpetua is an independent, owner-managed 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 approach that is thoughtful, rigorous and that doesn’t follow the crowd.