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Mastering insightful investing

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.

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Empower

Empower

We embrace a mindset that challenges conventional wisdom grounded in our belief in our robust processes and proven approach. We are committed to striving for excellence in all aspects of our performance, conduct and engagement.

Authentic

Authentic

We are anchored in honesty and transparency. We prioritise building trust and establishing authentic relationships. Our communication is clear, direct and thoughtful.

Enduring

Enduring

We are committed to realistic promises and relevant, helpful feedback through all seasons. We are dedicated and steadfast in our commitments and remain firmly resolved to work through challenges and adversity.

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

How we invest

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 seek long term alpha generation from a strategy benefiting from strong stock selection while seeking to minimise permanent capital loss.

Risk Profile:
Aggressive

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Perpetua SCI Equity Fund Annualised Performance for period ended 30 June 2026

Our Annual Stewardship &

Sustainability Report

December 2025

“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

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Latest news

Oil in a time of war: Fundamentals, industry dynamics, and strategic implications
Insights

Oil in a time of war: Fundamentals, industry dynamics, and strategic implications

In just five months, expectations for the oil market have shifted from a surplus to a near term deficit. Prior…
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Perpetua Investment Managers | 2026 Mid-Year Investment Outlook
Commentaries

Perpetua Investment Managers | 2026 Mid-Year Investment Outlook

The two critical themes of geopolitical and technological have dominated the global landscape, our collective psyche and investment markets during…
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Investing through uncertainty
Insights

Investing through uncertainty

For much of the post-Cold War period, investors benefited from a relatively stable geopolitical environment, falling interest rates, expanding global…
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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.

Contact us

Welcome to Perpetua

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Ntokozo Magagula

Ntokozo is an Investment Analyst at Perpetua and has four years of investment experience. He joined the firm in August 2026.

Prior to joining Perpetua, Ntokozo was an Investment Analyst at Camissa Asset Management, where he worked from 2023. Before joining Camissa, he completed his articles at PwC, working predominantly with financial services audit clients.

Ntokozo holds a Bachelor of Accounting Science and an Honours degree in Accounting Sciences from the University of the Witwatersrand. He is a qualified Chartered Accountant (SA) and a CFA Level 3 candidate.

Darmhik Naicker

Darmhik joined Perpetua as a Risk & Quantitative Analyst Intern in 2026.

He holds a BCom Honours degree in Statistics and Data Science from the University of Cape Town, with a strong foundation in finance, quantitative analysis, and risk management.

Tasha Xinindlu

Tasha joined Perpetua as a Marketing Intern in 2026. 

She has a Business Administration Degree major in Marketing and Entrepreneurship from Tsiba Business School. 

 

Najmeerah Simons 

Najmeerah Simons is the Finance, Risk and Compliance Manager at Perpetua, where she oversees financial management, regulatory compliance, and risk governance across the business.

 

She brings experience from the Auditor General of South Africa, where she has served in various roles over a six-year period. She has also spent two years prior to her time in audit and assurance at an asset management firm where she worked in local, property and global finance divisions. Najmeerah holds a Bachelor of Business Science specialising in Finance and Accounting from the University of Cape Town and is qualified Chartered Accountant (South Africa).

Tasneem Abrahams

Tasneem joined Perpetua as a Finance and Business Trainee in 2025. 

She has a Business Administration Degree major in Finance and Investments from Tsiba Business School. 

Samantha Edwards

Samantha joined Perpetua as a Client Service Intern in 2025. 

She has a Business Administration Degree major in Finance and Investments from Tsiba Business School. 

Sisipho Jokazi

Sisipho joined Perpetua as a Business Analyst in November 2025. Before joining Perpetua, she spent 6 years at M&G Investments Southern Africa in the Institutional Clients team as an Institutional Client Associate providing client service support on a range of clients. At Perpetua, she is responsible for providing support in the servicing of clients; business development support (assisting in growing client base); components of client account management such as handling investment-related queries, performance analysis, and risk reporting. 

 

She holds a BBA degree and PGDip from TSiBA Business School and Regent Business School respectively. 

Jason Clark

Jason joined Perpetua as an Investment Performance & Risk Analyst. He is responsible for evaluating, measuring, and reporting on the performance and risk of the investment portfolios.

 

He brings experience from Luxcara, a German clean-energy asset manager, and Allan Gray, where he served in various roles over a five-year period. Jason holds Bachelor’s and Honours degrees in Economics from Stellenbosch University and is currently pursuing an MSc at the University of Bath. He also holds the CIPM® designation through the CFA Institute, specialising in investment performance measurement.