Our Philosophy and Process

We are value investors. This is an investment approach that has a proven history of generating better returns than the market over the long term, but also provides a natural way of limiting potential losses.

We therefore invest in companies that are trading at deep discounts to their intrinsic value. As such, we look for the following attributes:

  • Low price : book values
  • Attractive dividend yields and cash generation
  • Robust balance sheets

 

The heart of our equity investment process is sound, bottom-up fundamental company research performed by highly qualified and experienced investment analysts.

As long-term investors, we consider a normal holding period to be between three and five years.

Need more information?

For further information about our range of Institutional Equity Investment products, please call us on 021 657 8656. You can also send an email to InstitutionalBusiness@cadiz.co.za.