By: Johan Barkhuysen
We believe equity investing is much more about our
identifying and backing a high quality management team.
We're going to simply invest in particular physical assets.
Information has become so readily available to everyone.
That regional mispricing has become very diluted
with little opportunity to exploit.
My presentation today is going
to be about the unique investment opportunity we have
to invest globally in the fourth industrial revolution,
and particularly for the benefits
of artificial intelligence.
That is becoming very important for long term investing.
It's important for clients
because it offers good returns on a sustainable basis
for the long term, and is a unique opportunity
that we cannot miss
Included in our presentation today,
I will be giving a short overview
of our global equity management business,
including our team in South Africa.
It's important for our clients
that our global equity management business is well
established and has the highest caliber of talent.
This will really have the best outcome on investment
performance, and ultimately that is what we promise