Service Providers

Allan Gray

  • Founded in 1973 by its namesake Dr. A.W.B. Gray.
  • Allan Gray partner with Orbis, founded by Dr. Gray.
  • Orbis act as Allan Gray’s foreign fund managers.
  • Allan Gray and Orbis have the same investment philosophy and values.
  • Investment philosophy is value-orientated:
    • Research companies to determine what they are worth.
    • Buy shares they believe are undervalued by the market.
    • Sell them when they think they have reached their worth.
  • Independent minded.
  • Has a retail investment platform:
    • Provides access to a focused range of unit trusts from Allan Gray and other investment managers.
    • Simplified administration.

Coronation

  • Founded in 1993 by a small group of investment professionals.
  • Publicly listed on the Johannesburg Stock Exchange in 2003.
  • First SA asset manager to gain GIPS compliance. GIPS = Global Investment Performance Standards
  • The culture remains one of ownership and accountability.
  • Evident by the fact that staff owns 25% of the holding company.
  • A single “valuation driven”philosophy”.
  • The investment team consists of 3 former Coronation Chief Investment Officers.
  • All analysts rotate among industries so as to become generalists.
  • Extensive experience and capabilities across all asset classes.
  • Their motto: “Trust is earned”.

Foord

  • Dave Foord co-founded Foord Asset Management in 1981 with Liston Meintjes.
    Liston left in 1997. Dave remains central.
  • The bulk of the ownership is in the hands of the investment team.
  • Their investment philosophy:
    • Get the big calls right. Take advantage of economic cycles.
    • Buy at the right price.
    • Take a long-term view and be patient.
    • Ignore the benchmark when building portfolios.
    • Diversify and manage risk.
  • Significant understanding of asset management. It’s their entire focus.
  • Foord has a dedicated offshore team in Singapore.

Prudential

  • Founded in 1994.
  • A subsidiary of UK based M&G Investments, the investment business of Prudential plc, a London listed global financial services entity.
  • Thus has the support of a significant global group.
  • But with a strong measure of independence. Prudential staff are material shareholders in the business.
  • Their investment philosophy:
    • Valuation-based: buy when an asset’s valuation is below its long-term fair value.  Sell once it reaches fair value.
    • Decisions based on known facts. Don’t try to forecast the future.
    • Focus on the long term. Ignore short-term “noise”.
    • Team-based approach. Buy and sell decisions made collectively.

Rezco

  • Wally Gray founded Rezco in 1981 with a deliberate focus:
    “Preserving capital and creating wealth” – Rezco’s deeply rooted philosophy.
  • Started as a private client wealth manager.
  • Refocused in 1984 to offer unit trust services.
  • Their investment philosophy combines:
    • best aspects of value investing
    • superior sustainable earnings growth
    • primary trend analysis and
    • measured market timing.
  • Rezco’s edge is their ability to implement a high conviction portfolio.
  • Aims to have a minimum of 3% of a portfolio in any one share.

FinaMetrica

  • Provides Risk Tolerance profiling to pinpoint your natural tolerance for risk.
  • Helps you understand your financial self and financial risk better.
  • Uses a psychometric questionnaire.
  • Psychometrics blends psychology and statistics. It is the scientific discipline for testing personal characteristics such as risk tolerance.
  • The FinaMetrica risk tolerance profile exceeds international standards for validity and reliability.
  • Launched in 1998.
  • Developed and tested in Australia over four years with the assistance of the University of New South Wales’s Applied Psychology Unit.
  • Maintained with expertise from the London School of Economics.
  • Best “Risk Profiling Solution” – Family Wealth Report Awards 2014
  • Best “Risk Profiling Solution” – WealthBriefingAsia Awards 2014
  • Over 1 000 000 FinaMetrica risk tolerance profiles by 1 000s of financial advisers in over 20 countries.

MyFLPTools™

  • Designed by Mitch Anthony, the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.
  • Mitch lives in Rochester, Minnesota, USA.
  • MyFLPTools™ is a one-stop resource for my client conversation and planning tools.
  • It allows me to do profound discovery work with my clients.
  • It captures each client’s unique story: past, present and future.
  • It’s an interactive website. Designed to help understand you and your needs  better. And to help you move your stories along.
  • Overall it helps to deepen my relationship with clients.
  • Mitch designed the Return on Life™ philosophy to help you live the best life with the money you have.
  • He is the author of 14 books including my favourites:
    • StorySelling for Financial Advisors
    • Your Clients For Life
    • Making the Client Connection
    • The New Retirementality

Fundhouse

  • A fund research and ratings provider based in the UK and SA.
  • Independent, owner managed financial services group.
  • Each team member has many years fund management businesses experience.
  • Use a unique Fundhouse approach.
  • Focus on the prospects of a fund manager continuing to perform well.
  • Aim to understand the factors which drive investment success.
  • Considers 4 factors when rating a fund:
    • Parent company that offers the fund
    • Quality of the investment team
    • Investment process
    • Past investment decisions or major investment calls.
  • Best “Ratings and research service” 2016 – Investment Week
  • Best “Independent research” 2016 – Investment Week
  • Best “Ratings and research service for advisers” – 2017 Professional Adviser Rewards.
  • Cover more than 100 fund management companies and 200 investment processes globally.
If you’re a serious long-term investor, get in touch, give it a go…
Schedule your free, 30 minutes, no-obligation meeting to discuss your needs
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