Old Mutual Investment Group
Our commitment to investment excellence, responsible investing, and transformation is what sets us apart. We forge lasting partnerships with our clients by understanding their unique investment objectives and tailoring strategies for long-term success.
We provide our clients access to effective investments that are aligned with their goals, whether that’s preserving wealth, growing capital or managing risk.
Our competitive edge
Disciplined framework
Our philosophy is based on a two-dimensional framework of theme that considers macro environment and price (valuation), implemented in a structured and repeatable manner.
Integrated approach
We consider the interplay between asset classes, sectors as well as sub sectors. Furthermore, we look at each holding’s contribution to the portfolio’s overall sensitivity to different macro drivers, such as currency, interest rate risk, etc.
ESG integration
We incorporate environmental, social and governance (ESG) factors into our investment decisions at both a macroeconomic and company level. This feeds into responsible ownership in two ways: that being our decision on which assets to own and, secondly, how that influences the assets we hold. Our superior in-house ESG analysis helps identify current and future issues may materially impact the long-term value of a company. We look at aspects such as company governance, labour practices, environmental impact and social upliftment projects, etc.
Risk management
Deliberately embedded in our process, risk cognisance is a critical part of our expertise. We have continually improved our risk management and integrated it into our thinking over time. We analyse how assets complement each other, and the risk is assessed before any trade is made. This enables us to create an optimal, risk-adjusted portfolio of shares and enhances our ability to achieve stable returns through various market cycles.
Cognitive diversity within a dynamic, well-resourced team
We are a qualified, highly experienced, and diverse team. A collaborative leadership style ensures that investment ideas are heard, challenged, and debated, leading to the selection of only the best-ranked companies being selected.
We focus on more than just value
We use our unique method of combining valuations with a deep understanding of the quality of a company, its earnings’ growth potential and market sentiment, to consistently deliver positive over time.