ClucasGray Asset Management (Pty) Ltd
Investment Management - Randburg, Gauteng, South Africa
ClucasGray Asset Management (Pty) Ltd Employees
ClucasGray Asset Management (Pty) Ltd Details
WHO WE AREClucasGray Asset Management is a privately owned investment management boutique. We are investment led, comprising a highly experienced and award-winning team with diverse strengths and backgrounds.Our objective is to create long-term real wealth for our clients.Investing is all that we do and we do it with passion, dedication, and vision.OUR INVESTMENT APPROACHOur investment approach is centered on bottom-up fundamental company analysis. We believe that fundamental analysis allows us to understand the intrinsic value and key drivers of the business.We are long-term investors who run focused, high convictions portfolios, typically owning less than 30 shares. We search for high quality, cash generative companies with strong balance sheets and earnings predictability. We believe inefficient markets create opportunities in mispriced assets.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.We use macroeconomic overlays to supplement our bottom-up fundamental analysis. Macroeconomic analysis considers key drivers within industries and asset classes, which enables us to identify both investment risks and opportunities.
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