PSG Asset Management is a wholly owned subsidiary of PSG Financial Services Group. We offer a range of local and global funds, with corresponding feeder funds available from South Africa. Our long-term track record affirms the success of our proven process and offers important diversification and alpha generation benefits to patient investors. We also administer a range of PSG Wealth Solutions on the PSG Collective Investments (RF) Limited administration platform.
We manage a suite of rand-denominated local unit trusts and offer access to global markets through both rand-denominated and foreign currency denominated global funds.
We believe that the price you pay for an investment is extremely important and therefore our 3M approach combines a preference for attractively priced investments (our Margin of safety) with a rigorous quality overlay (assessment of Moat and Management). We follow a bottom-up, research driven investment process.
Our research teams create carefully curated buylists across all asset classes from which our fund managers construct portfolios within the parameters of the specific mandates in our focused fund range. We aim to construct portfolios which have a high likelihood of achieving the required return over a range of future scenarios.
Our long-term track record affirms the success of our proven process, and our funds offer important diversification benefits to a blended client portfolio. Our portfolios are also good options for patient retail investors who can take a longer-term approach to ride out the occasional volatility which is part and parcel of active management.
“We will always have a long-term approach.”
In this edition, Head of Research Kevin Cousins scrutinises the long-standing role of US Treasuries as safe haven assets, and asks whether they will continue fulfilling this role in the future. Fund Manager Philipp Wörz highlights that many investors seem to be following a ‘business as usual’ approach that may be ill-equipped to weather a changing of the guard as the environment is probably undergoing a structural inflection. Lastly, Head of Fixed Income Lyle Sankar explains how we remain focused on managing the risk in our funds while constructing diversified portfolios that help clients achieve their income objectives.Read more
Fixed income investors find themselves confronting three key factors that are complicating decision making in the current environment. Money market rates are at a high, but with falling inflation it seems unlikely that these will be maintained indefinitely. Many consider longer-dated government bonds as a risky choice and are hesitant to invest further out along the yield curve. And lastly, with so much uncertainty locally, some investors are tempted to rather try and take advantage of high yields offshore.Read more
Imagine for a moment you are an investor in early 2008 questioning the value of the US dollar as a store of value, having seen the dollar index decline 40% from 2001 to an all-time low in March 2008.Read more
View the latest PSG Asset Management fund fact sheets.Read more
PSG Asset Management delivered a strong showing at the most recent Raging Bull Awards. The prestigious awards recognised funds that delivered category-leading performance for various periods ended 31 December 2022.Read more