Why invest with us

We are prudent, conviction-led, independent, transparent and responsible.

Conviction

Knowing that all our strategies are evidence-based enables us to manage with conviction. We buy and hold, buy more on the dips and apply a strong sell discipline when prices rise. We rebalance as necessary. This helps us to minimize costs, maintain focus and deliver good long-term outcomes.

  • We have clearly-defined core strategies in which we specialize and which we adapt to provide innovative and effective investment solutions for clients.
  • We focus on the declared long-term strategy, which we follow – whatever markets are doing  knowing that our clients depend on us to be focused and consistent. No emotional decisions means no ‘window-dressing’ required.
  • We believe in value investing so strongly that we apply this discipline across all asset classes.
  • Company-wide conviction in our chosen strategies helps our investment teams to maintain focus.
  • Our long-term approach enables us to exercise active ownership.

Independence

We cherish our independence. We are an efficient asset management boutique and this is the only business that we undertake. We are owned by a broad circle of banks, pension funds and insurance companies. Thus we are effectively independent of all interests other than those of creating long-term, solid returns for our investors.

  • We have no affiliate brokers.
  • We are a flexible organization operating with short communication channels. This enables us to make quick adjustments and think 'outside the box' about best practice client solutions.
  • We are not subject to the politics or systems bottlenecks of large multifunctional organizations.
  • Our size enables management to react quickly and efficiently to adverse conditions, keeping our strategy focus intact.
  • Focused specialization.
  • High personal commitment.
  • Organization-wide belief in our strategies based on academic evidence and prudence.
  • Ability to adjust our processes and operations to our strategies – not the other way around.
  • Our clients do not disappear in the crowd.

Transparency

We believe in transparency for all clients at all times. We provide clients with information at the level of detail and frequency that they want. This includes full portfolio and attribution reports and direct access to our investment managers as required.

  • We never forget that our clients rely on us to be consistent in order to reach their long-term goals.
  • We seek to work with long-term clients who acknowledge our philosophy.
  • Our investment processes and cost structures are characterized by transparency.
  • We are what we say we are, the same goes for our products.
  • We stand for transparency in processes, investment strategies, reporting and cost structure.

Specialist

  • We are a specialized business with a clear consciousness of our competencies and choices.
  • We are also a prudent business; we deselect in order to stay focused on where we make a difference.
  • We prefer to be excellent at a few things rather than average at many.
  • We are down to earth and aware of our limitations.

Client focused

Our loyal clients will testify to the fact that we are strongly client focused. Knowing what is expected of us helps us to maintain focus.

  • We offer pure reliable building blocks to enable our clients to achieve optimal asset allocation.
  • Our International Client Services team is always willing to go the extra mile to ensure exceptional service.
  • We offer easy access to Portfolio Managers and Management.
  • We align our interests with those of our clients.
  • We offer flexible, transparent investment solutions that suit the individual client.

Responsible

Sparinvest is a signatory of the United Nations Principles for Responsible Investment. We are responsible by nature - meaning that from a risk management perspective, we have always viewed analysis of environmental, social and governance issues as best practice.

  • We signed the UN Principles for Responsible Investments in 2009.
  • ESG risk analysis is now formally integrated in the investment process across all strategies and asset classes.
  • This acts as a risk management tool to minimize investor tail risk arising from sub-optimal environmental or social behavior.
  • We seek to influence the companies we invest in towards a higher degree of responsibility.
  • We exercise active ownership through dialogue and voting.
  • We look for strong and reliable governance at a country level, at a corporate level and at an individual security level. (For example we look for bonds with strong debt governance in place to protect bondholders).
  • We believe in engagement when positive outcomes are realistic.

As the Nobel Prize winner Paul Samuelson said:

“Investing should be dull, like watching paint dry or grass grow”