Skip to content
Perpetua Global
Core Equity
Invest Today
Back to Our Strategies

Fund strategy

The Perpetua Global Core Equity portfolio aims to deliver superior risk-adjusted returns relative to the MSCI World Index 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, limiting the tracking error. The portfolio is suitable for investors who seek long term alpha generation while limiting the risk of short term underperformance.

Portfolio manager

Delphine Govender

Portfolio Manager

Latest news

Vestas Wind Systems: Investing through the turbulence
Insights

Vestas Wind Systems: Investing through the turbulence

Over the past 4 decades it has firmly established itself as a viable clean energy alternative through significant advancements in…
Read more
Volatility as the new regime: navigating rates, forex and geopolitical risk
Insights

Volatility as the new regime: navigating rates, forex and geopolitical risk

The current geopolitical backdrop, particularly the escalation of war in the Middle East, has reinforced a shift that has been…
Read more
Budget 2026: Credibility reinforced, supply reduced
Insights

Budget 2026: Credibility reinforced, supply reduced

The 2026 Budget delivered by South Africa’s Finance Minister, Enoch Godongwana, was what markets were hoping for - credibility, discipline,…
Read more

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.

Contact Us

Delphine Govender

Delphine is a Portfolio Manager and an Executive Director. She is responsible for portfolio management, investment strategy, and the continued growth of the firm’s global offering. She is also a member of the portfolio management team for Perpetua’s Domestic Equity and Balanced Funds.

Delphine has over 28 years of financial services experience, with the past 25 years spent directly in investment management. She co-founded Perpetua in 2012 after spending nearly 11 years at Allan Gray Limited, where she served as a Portfolio Manager and Executive Director. She is a qualified CA(SA) and a CFA charterholder.

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.