Jan Silvis

Bateleur Capital applies a consistent investment process across all their investment products, combining bottom-up, fundamental stock selection with a top-down macro-overlay. Their hedge fund background prioritizes capital preservation as an investment objective.

Allan Gray UTM is an active, value-oriented investor which aims to build long-term wealth for clients by managing portfolios invested in global equity, South African fixed-income, real estate and money-market instruments, through traditional and balanced funds, as well as fund of funds. The firm's equity investment strategy is research driven and based on bottom-up stockpicking. They use quantitative models to screen markets and short-list investment opportunities, which the firm's analysts then assess individually using proprietary fundamental qualitative research. They aim to identify companies trading at a discount to their intrinsic value. As a fixed-income investor the firm focuses on South African securities including bonds, loan stock, debentures and fixed deposits.

XFM aims to provide superior risk-adjusted returns to their investors over the medium-term, while focusing on capital protection on a continuous basis. Their disciplined focus on risk management helps them to navigate the volatile financial markets. The firm combines their own in-depth research and analyses with independent industry research to formalize their investment views.