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Mastering insightful investing
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Bringing mastery & insight together

We are an independent, owner-managed investment management firm that is focused on creating thoughtful opportunities and delivering robust investment solutions.


Our commitment to excellence is unwavering – in performance, conduct and engagement.


Our rigorous, repeatable and pragmatic investment process delivers results that endure. Our approach is anchored in comprehensive research combined with a wealth of unique insights we have accumulated over time.

Our vision

We seek to attract and retain engaged, loyal clients by understanding their needs for financial security and impact, while exceeding their expectations through thoughtful and courageous decision-making, care and support.​

We endeavour to create a supportive and caring workplace which empowers people to grow, contribute and achieve mastery in meaningful work while being appreciated and rewarded for their high impact towards our vision and mission.​

Through this we strive to be a respected and courageous investment industry leader.

Our vision

We seek to attract and retain engaged, loyal clients by understanding their needs for financial security and impact, while exceeding their expectations through thoughtful and courageous decision-making, care and support.​

We endeavour to create a supportive and caring workplace which empowers people to grow, contribute and achieve mastery in meaningful work while being appreciated and rewarded for their high impact towards our vision and mission.​

Through this we strive to be a respected and courageous investment industry leader.

Perpetua at a glance

85%

Employee owned

24

Staff members

R14.0bn

Asset under management

60%

Female employees

Our invesment 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.​

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Mastering insightful investing

Perpetua is 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.