An asset management boutique with distinctive investment STRENGTHS

 
 
 
 
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ESSENTIALLY CLUCASGRAY ASSET MANAGEMENT

Our key strengths are centered around our Focus, Team and Process. Our robust and repeatable investment process coupled with our obsession with generating real and sustainable returns for our clients underpins our passion for investing.

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AFFILIATED TO A PREMIUM PRIVATE CLIENT INVESTMENT MANAGEMENT FIRM, CLUCASGRAY.

Clucasgray Asset Management and ClucasGray Private Clients manages nearly R8bn in high net worth individuals, IFA and institutional mandates. ClucasGray Asset Management contributes to and leverages off the research and investment platform of the greater ClucasGray group. We use a collaborative approach to investing, leveraging the insights & diverse experience of the investment team.

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our investment approach is centered around bottom-up FUNDAMENTAL company analysis

 
 
 
 
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We believe that fundamental analysis allows us to develop a deep understanding of companies, their key drivers and their intrinsic value.

We are long term investors who run focused, high conviction portfolios. The ClucasGray Equity Fund aims to hold 25 companies. We believe inefficient markets create opportunities in mispriced assets. We strive to invest in high quality, cash generative companies with strong balanced sheets and relative earnings predictability, that trade at appropriate or attractive valuations. We believe all investing requires a value discipline.

We believe that the key drivers of a share price are:

  • Real growth in earnings, dividends and cash flows; and
  • A re-rating or change in the PE multiple

A macro economic overlay is used to supplement the bottom-up fundamental analysis. This supplementary analysis considers some key macroeconomic drivers which are used to identify both risks and opportunities within industries and asset classes.