ClucasGray Asset Management is an Owner Managed, Long-Only Conviction Asset Manager with the ability to be Nimble and selectively take advantage of Underexplored Opportunities which meet our investment criteria
WHO ARE WE?
“To reach a port we must sail, sometimes with the wind and sometimes against it. But we must not drift or lie at anchor.”
Oliver Wendell Holmes snr
Director and Portfolio Manager of the ClucasGray Equity & Equilibrium Funds
We adopt a disciplined investment process which we believe helps to eliminate emotions and sentiment,mitigate against a number of key investment risks, encourage independence of thought and be contrarian when conviction dictates.
We have a focused product range aligned to our skill-set and experience in South African equity and asset allocation.
Equity Prescient Fund
The ClucasGray Equity Prescient Fund is a SA only, general equity fund. The Fund is a high conviction fund aiming to hold no more than 25 stocks at any one time.
Balanced Prescient Fund
The ClucasGray Asset Management SA Balanced Prescient Fund is Regulation 28 compliant, investing in a balanced portfolio of South African asset classes. The Fund aims to provide medium to long-term capital growth ahead of inflation and its peer group.
The ClucasGray Equilibrium Prescient is a Regulation 28 compliant, multi-asset high equity fund. The Fund has a maximum net equity exposure of 75% and maximum net foreign exposure of 30%.
Income Prescient Fund
The ClucasGray Flexible Income Prescient Fund will aim to provide medium to long-term income and capital growth over time by investing mainly in income generating assets.
Segregated Mandates that mirror our ClucasGray Equity Prescient Fund or ClucasGray Equilibrium Prescient Fund.
The ClucasGray Asset Management Investment Process
“Our robust and repeatable investment process coupled with obsession with generating real and sustainable returns for our clients underpins our passion for investing.”
We leverage off an experienced investment team which adheres to a consistent and repeatable investment process, enabling us to take advantage of what we deem to be mispriced opportunities across the market cap spectrum.