Specialist Equity


The Mergence CAPPED SWIX Fund aims to provide investors with capital growth over the long term. The objective is to achieve returns that are in excess of the FTSE/JSE CAPPED SWIX Index [J433] over any three-year rolling period.

Our philosophy of pragmatism underlines our approach to investing in equities, and thus the Fund’s objective to be a consistent generator of alpha through cycles. We embrace a style agnostic approach given the cyclicality in performance of a strong bias to either value or growth styles. Valuation is the key trigger to our decision making process. We seek to achieve our investment objective by buying/selling companies trading below/above our assessment of intrinsic value. Our equity investment process is comprehensive, proprietary research driven and long term focused.