PSG Asset Management

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.

 

Invest with us

Our funds

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. 

Investment philosophy

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.

Our approach to ESG

Meet the Asset Management team

Anet Ahern, Chief Executive Officer: PSG Asset Management
Greg Hopkins, Co-Chief Investment Officer
John Gilchrist, Co-Chief Investment Officer
Charles Lombard, National Manager: Head of Sales
We will always have a long-term approach.

Latest news

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PSG Asset ManagementAngles & PerspectivesNewsletters
Welcome to the latest edition of the Angles & Perspectives

In this edition, Head of Research Kevin Cousins and Co-CIO Greg Hopkins explain why culture is so important to us at PSG Asset Management, and how it enables us to achieve excellent investment outcomes for our clients. Then, we turn our attention to the many-faceted nature of risk. Head of Equities Justin Floor and Co-CIO John Gilchrist unpack why a more nuanced view of risk can facilitate more robust decision-making. Finally, Head of Equities Justin Floor and Fund Manager Dirk Jooste get to grips with the thorny issues of the risk of investing in SA equities, and weighing them against the opportunities we see ahead.

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PSG Asset ManagementPSG AngleNewsletters
Lessons Learnt and the Road Ahead – Finding Opportunities in 2024

It feels as if “it has been a tough year for investors” has become something of a mantra in the investment industry – and the past three years have certainly delivered their share of surprises. With the benefit of hindsight, it appears increasingly likely that the Covid-19 pandemic marked an inflection point for both market structure and behaviour. We have argued that this is the result of imbalances accrued during the period after the-Global Financial Crisis (post-GFC period) having to unwind, and while the process is far from simple or linear, it will have profound impacts on the returns investors can expect from the various asset classes in the next decade.

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PSG Asset ManagementPSG AngleNewsletters
In Search of Well-Rounded Investment Capability

The waters investors have had to navigate over the past three years have been exceptionally choppy. Since 2020, we have seen a brutal market correction, global bonds and equities going into retreat at the same time in 2022, a banking crisis, and more recently, yet another fallout in bond markets coupled with stock markets turning negative. Locally, it feels like we have been buffeted by one wave of bad news after another.

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PSG Asset ManagementPSG AngleNewsletters
The Silver Lining for Fixed Income Investors

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.

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PSG Asset Management
Keeping you informed on our funds

View the latest PSG Asset Management fund fact sheets.

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PSG Asset ManagementPSG AwardsPSG Asset Management awards
Globally integrated, team-based approach credited for Raging Bull success

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.

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