Investment Process

By following a disciplined investment process, over time we will add value with a higher degree of certainty than a process based on instinct and prophecy. Having said that, our entire investment process is designed to challenge norms; prove or disprove currently held beliefs. By increasing our understanding of perceived insignificant factors, we increase our conviction when making decisions.

Our commitment to research excellence ensures that our investment process compares favourably with global best practice, while remaining locally relevant. It is a process which integrates client preference, investment strategy, manager selection and portfolio construction, and is premised on rigorous fundamental proprietary research.

To analyse and monitor our selected managers, their portfolios, and the combination of various managers within one product, you need access to the finest available systems. As part of the Sanlam Group, SMMI is plugged into world class products like APT, Bloomberg, Decalog and Statpro among others. In addition, SMMI has developed its own proprietary systems for monitoring individual investment managers.