Our Investment Philosophy
Our investment philosophy is to balance performance with risk management through a diversified portfolio, for long-term wealth creation. We strategically combine active stock selection with ETFs to optimise returns. Our top-down analysis and macroeconomic overview identifies high-potential sectors and industries, while our rigorous bottom-up stock research focusses on finding high-quality companies that offer reasonable value.
GLOBAL PORTFOLIOS
Clients can now directly own shares in leading global brands such as Apple, Coca-Cola, Disney and many more through a global investment portfolio. The Global Portfolios are designed for those seeking direct exposure to global markets in hard currency. We use a hybrid strategy of active stock selection and ETFs to diversify the portfolio, covering various asset classes across the globe in keeping with your risk appetite. We currently manage three global model portfolios which have delivered solid performances since inception.
JSE PORTFOLIOS
The JSE Portfolio is aimed at clients who wish to invest in blue chip South African companies. We use a hybrid strategy, investing in JSE listed shares and ETFs, providing diversification through various asset classes, reflecting your risk appetite. We currently manage three JSE model portfolios which have delivered solid performances since inception.
Your JSE Portfolio can be invested directly on the JSE via a brokerage account or via a LISP structure as part of your Retirement Annuity Fund, Preservation Pension Fund, Preservation Provident Fund or Living Annuity.
Your JSE Portfolio can be invested directly on the JSE via a brokerage account or via a LISP structure as part of your Retirement Annuity Fund, Preservation Pension Fund, Preservation Provident Fund or Living Annuity.
NICHE PORTFOLIOS
The 22 Capital Niche Portfolio is available to clients who have a good understanding of markets and are looking to set up a bespoke portfolio. The client will have extensive interaction with the portfolio managers in constructing and maintaining the portfolio. The client has great flexibility as to stock selection for their portfolio. The portfolio can also be placed into a Life Wrapper structure, which has tax and estate planning benefits.
GLOBAL PORTFOLIOS
Clients can now directly own shares in leading global brands such as Apple, Coca-Cola, Disney and many more through a global investment portfolio. The Global Portfolios are designed for those seeking direct exposure to global markets in hard currency. We use a hybrid strategy of active stock selection and ETFs to diversify the portfolio, covering various asset classes across the globe in keeping with your risk appetite. We currently manage three global model portfolios which have delivered solid performances since inception.
NICHE GLOBAL PORTFOLIO
The 22 Capital Niche Global Portfolio is available to clients who have a good understanding of markets and are looking to set up a bespoke portfolio. The client will have extensive interaction with the portfolio managers in constructing and maintaining the portfolio. The client has great flexibility as to stock selection for their portfolio. The portfolio can also be placed into a Life Wrapper structure, which has tax and estate planning benefits.
JSE PORTFOLIOS
The JSE Portfolio is aimed at clients who wish to invest in blue chip South African companies. We use a hybrid strategy, investing in JSE listed shares and ETFs, providing diversification through various asset classes, reflecting your risk appetite. We currently manage three JSE model portfolios which have delivered solid performances since inception.
Your JSE Portfolio can be invested directly on the JSE via a brokerage account or via a LISP structure as part of your Retirement Annuity Fund, Preservation Pension Fund, Preservation Provident Fund or Living Annuity.
Your JSE Portfolio can be invested directly on the JSE via a brokerage account or via a LISP structure as part of your Retirement Annuity Fund, Preservation Pension Fund, Preservation Provident Fund or Living Annuity.
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22 CAPITAL GLOBAL ETF PORTFOLIO
The Global ETF Portfolio is aimed at clients who want to invest directly into global markets, via Exchange Traded Funds, using hard currency. An exclusive ETF only portfolio is constructed consisting of various country and sectors ETFs which is well as diversified across different asset classes according to your risk appetite. Clients are able to invest directly on the market or are able to make use of Offshore Wrappers which offer estate and tax solutions.
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Give your valued clients and your business the edge with a personalised product offering and direct access to your appointed portfolio manager.