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 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 mission
Our values
We believe living our mission and pursuing our vision are only possible with a consistent and authentic set of values. Our actions and culture are guided by our values of:
Integrity: we are honest, ethical, accountable and professional
Care: we are responsible, hard-working, thoughtful, collaborative and kind
Courage: we seek to act in a way that triumphs over fear and we demonstrate responsible conviction and principles
Our edge
As investors in our own funds and firm, we are directly aligned to the interests of our clients.
We innately exhibit and protect a set of behaviours as investors which enables us to stay true to our investment approach.
Our diverse team reflects a wide scope of experience and skill and our strong mentoring culture ensures we invest to develop the next generation.
As an emerging markets-based team with a global universe, we believe we bring a unique lens of experiences, perspectives, and interpretation to the investment insights we are able to provide.
Our vision
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 mission
Our values
We believe living our mission and pursuing our vision are only possible with a consistent and authentic set of values. Our actions and culture are guided by our values of:
Integrity: we are honest, ethical, accountable and professional
Care: we are responsible, hard-working, thoughtful, collaborative and kind
Courage: we seek to act in a way that triumphs over fear and we demonstrate responsible conviction and principles
Our edge
As investors in our own funds and firm, we are directly aligned to the interests of our clients.
We innately exhibit and protect a set of behaviours as investors which enables us to stay true to our investment approach.
Our diverse team reflects a wide scope of experience and skill and our strong mentoring culture ensures we invest to develop the next generation.
As an emerging markets-based team with a global universe, we believe we bring a unique lens of experiences, perspectives, and interpretation to the investment insights we are able to provide.
Perpetua at a glance
85%
Employee owned
26
R16.0bn
Asset under management
65%
Female employees
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.
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 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.