Strategy
Performance
Sector Allocation
The Fund Strategy
The Fund invests primarily in a concentrated portfolio of global stocks that meet our investment criteria.
We invest with a 5-plus year time horizon and capitalise on short-term price volatility to buy good businesses, run by capable management teams when their valuations become attractive.
The Portfolio Manager
Delphine Govender
Chief Investment Officer
Latest news
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…
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…
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…
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.
We consistently employ a long-term investment approach that is thoughtful, rigorous and that doesn’t follow the crowd.