Perpetua Developed
Market Focused Equity
Market Focused Equity
Strategy
Performance
Sector Allocation
Fund strategy
The Perpetua Developed Market Focused Equity portfolios aims to outperform the benchmark MSCI 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 market stock exchanges. The Fund is suitable for investors who accept short term volatility in the pursuit of long term alpha generation.
Portfolio managers
Delphine Govender
Chief Investment Officer
Latest news
Samsung’s memory power play: capturing the AI-driven semiconductor upside
Perpetua Investment Managers explore Samsung’s lead in AI-driven memory chips, with strong growth, tech edge and undervalued upside.
All that glitters is gold – but for how long?
Gold and Gold equities have enjoyed a buoyant 2025. Such rallies in the past were met with meaningful drawdowns. Will…
The rise of online gambling in South Africa
Perpetua Investment Managers explore the rapid growth of online gambling in South Africa, its economic impact, ESG challenges, and the…
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.