Why we believe we’ll continue to outperform

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Why we believe we’ll continue to outperform

Roland Greaver

Chief Executive Officer

Siemens Energy: transition playmaker

Shell transitions well

Piaggio’s premium positioning

Over the years, performance trends in relative asset classes in financial markets and innovations in types of instruments and strategies have shaped business models in the asset management industry.

The lower real returns in developed markets in the early 1980’s saw the emergence of higher-yielding, riskier asset classes such as private equity and high yielding debt instruments.

Another major shift of the 1980’s was from balanced funds to specialist funds in order to achieve higher returns through specialist portfolio construction.

Product proliferation
The traditional response by asset managers to these trends in relative performance and financial market innovation is to launch new products…

Circle of competence
At Kagiso Asset Management we believe in excelling in a limited number of areas…

Matching portfolio size to scalability of strategy
We are convinced that many investment strategies are less effective above a certain portfolio asset size…

Effectively deploying the best investment talent
Most importantly, our ability to continue to outperform for clients derives from our future success…

2010 milestones for Kagiso Asset Management
We reached R28 billion…

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Why we believe we’ll continue to outperform