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 explains why trust matters for economies and markets, and Fund Manager Shaun le Roux asks whether the investment industry is underestimating the valuable role commodity shares can play in portfolios going forward, before we delve into a case study on Anglo American with Analyst Nomandla Duma. Finally Head of Fixed Income Lyle Sankar explains why it is important to think about event risk in terms of probabilities and how this helps us to secure better outcomes for our clients.
Read moreStay Informed
Sign up for our newsletters and receive information on finance.