JP Maritz

ClucasGray IM is an active investor which aims is to generate long-term real compound return for their clients. The firm’s equity selection, asset allocation, and innovation focus on smaller companies. They use a macroeconomic overlay to supplement bottom-up fundamental analysis in order to understand the intrinsic value and key drivers of a business.

Sasfin Securities is a conservative investment manager focused on capital preservation and appreciation over the long term. The firm’s investment strategy relies on asset allocation and structured portfolios. They invest in third-party funds as well as in equity, focusing on the domestic market. Sasfin Securities focuses on sectors such as industry, raw materials, and consumer goods. They look for companies with a history of strong earnings and dividend growth. Their investment process is based on in-house research and combines top-down and bottom-up approaches.