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Perpetua International
Focused Equity
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Fund strategy

The Perpetua International Focused Equity portfolios aims to outperform the benchmark MSCI EAFE or MSCI World ex-US 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 outside of the USA. 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

Steady strength: Perpetua’s Domestic Focused Equity portfolio continues to deliver through market cycles
Insights

Steady strength: Perpetua’s Domestic Focused Equity portfolio continues to deliver through market cycles

South Africa’s banks are gearing up for significant issuances – a shift that could reshape listed credit markets and redefine…
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Perpetua Investment Managers | Fixed Income Quarterly Commentary October 2025
Commentaries

Perpetua Investment Managers | Fixed Income Quarterly Commentary October 2025

This quarter’s edition looks at the forces shaping markets - from the Fed’s independence and a resurgent term premium, to…
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What the FLAC is going on?
Insights

What the FLAC is going on?

South Africa’s banks are gearing up for significant issuances – a shift that could reshape listed credit markets and redefine…
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.

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Delphine Govender

Delphine is the firm’s Chief Investment Officer and is an Executive Director of the firm. As CIO, Delphine has ultimate responsibility over the investment function and capability and has portfolio management responsibilities over all asset classes.

Delphine has over 28 years’ financial services experience of which the past 25 years have been spent directly in investment management. Delphine co-founded Perpetua in 2012 after having spent almost 11 years at Allan Gray Limited, where she held positions of Portfolio Manager and executive Director. She is a qualified CA(SA) and CFA charterholder.

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.