We use offshore investments to provide diversification and optimise risk-adjusted returns. To achieve our objectives, we partner with best-of-breed asset managers, experts in their field, to add the diversity and exposure to investment themes we consider appropriate. Our due diligence process emphasises the investment philosophies and processes of the prospective manager, and includes regular investment meetings to review our holdings and disciplined attention to risk management.
Offshore investment is a critical part of asset allocation. We invest offshore both to diversify risk and provide exposure to investment ideas we identify as attractive that may not be accessible through the South African market.
The large range of variables that need to be considered when making international investment decisions demands a vast resource of investment professionals in order to conduct a superior, share specific, international investment process across developed and developing markets and all their attendant currencies. We choose to rather avail ourselves of carefully selected pools of expertise. We act as a multi-manager of international fund managers to provide appropriate combinations of offshore assets that add the diversity and exposure to investment themes we consider appropriate and in accordance with our offshore strategy. Our offshore partners are selected on an objective basis and feature mostly independent, specialised and focused funds.
The assessment of global economic and market conditions we perform as part of our overall investment process determines our offshore strategy and asset allocation. We utilise quantitative tools to assist in screening for suitable opportunities, but ultimately the investment decision is based on fundamentals. Our due diligence pays particular attention to the investment philosophies and processes adopted by the investment houses. Fund and manager selection processes mirror the key tenets of our South African investment process, namely due diligence, regular investment meetings to review our holdings, and disciplined attention to risk management.
The safety of drivers through Eau Rouge has been a major focus area over the years and led to many safety features being designed into the track itself as well as into the cars and driver gear.
These enhancements have tamed the corner to such an extent that it can now be taken at top speed. Similarly, we seek to deliver top performance after carefully managing risk. Just one of many safeguards is international diversification of portfolios, which we use to reduce risk and also to enhance performance by adding exposure to investment ideas not generally available in local markets. Again, our approach is carefully designed, robust and fit-for-purpose.
- ALBERT EINSTEIN
We strive to be conscientious stewards of the capital our clients have entrusted us to manage....
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We are one of the very top performing investment houses in Southern Africa....
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Sustaining cutting edge performance demands continual research and development, and investment in ....
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The security of your investments is of the utmost importance to us. You retain direct and immediate....
Find Out MoreEau Rouge exists to bring to clients a level of quality in investment management that they may have struggled to discover before. We are an independent boutique investment management operation ...
