ABOUT US

OUR VISION

To create a world of financial abundance for all.

OUR MISSION

We apply sound investment principles in a manner that leverages off our team of specialists to deliver the best possible service and results for our clients.

OUR INVESTMENT BELIEFS

Client focus

We make our clients’ lives thrive by delivering personal service, with industry-leading advice, all while ensuring exceptional returns.

Long term investors

We invest in profitable businesses as they are the true creators of wealth; as long term investors we believe that real assets like shares, property and bonds should outperform cash and inflation over time.

Multi-Management

Effective Switching And Decision Making

Nimble administration processes that enable us to actively manage the fund

Tax Efficiency

No tax (CGT) implications when underlying funds are switched

Institutional Pricing

Economies of scale ensuring lower investment fees

Diversification

Spread across various asset classes, asset managers, investment styles, regions and currencies

OUR INVESTMENT PHILOSOPHY

Inspired by two of the greatest investment gurus in history – Sir John Templeton and Warren Buffett, we invest in profitable businesses as they are, and always will be, the creators of true wealth. We are flexible but not frivolous and truly understand the risk of investment. By constantly researching the market, focusing on the fundamentals and economic data we are able to take advantage of sound opportunities. We remain disciplined and goal-focused, making investment decisions based on research and data, not speculation. We are true long-term investors and believe that real assets, like shares, property and bonds, should outperform cash and inflation over time.

OUR AWARDS

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MORNINGSTAR – 5 STARS

STRINGFELLOW BCI STABLE FUND OF FUNDS

2015

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RAGING BULL

BEST SOUTH AFRICAN MULTI-ASSET LOW EQUITY FUND: STRINGFELLOW BCI STABLE FUND OF FUNDS

2014

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PLEXCROWN – 5 CROWNS

STRINGFELLOW BCI STABLE FUND OF FUNDS

2015

Address

Fancourt Office Park
Northumberland Avenue & Felstead Road
North Riding

Telephone

010 007 0074

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Stringfellow Investment Specialists FSP#23376
Stringfellow Advisory Services FSP#9669

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