The Investec Wealth & Investment BCI Equity Fund processemploys a 'top-down', 'bottom-up' approach to investing. This involves combining our 'top-down' macroeconomic view of identifying attractive sectors/industries/ themes with our 'bottom-up' approach of selecting both existing and emerging blue chip companies which we believe will outperform.
Our overall aim is to invest in successful, growing, attractively valued companies with strong and/or improving operating performance and that are getting increasing investor attention. We favour management teams that have demonstrated an understanding of how to manage the asset base to enhance shareholder value.