Investec’s Rossouw to discuss ‘quality stocks’ in Madrid
Clyde Rossouw, head of Quality at Investec Asset Management will recommend focusing on quality at InvestmentEurope Roundtable Spain in September
While five years into the global equity bull market may have led investors to try and call the top of the market, Investec thinks that trying to time the market is largely a futile exercise.
“We believe a more prudent approach is to look for opportunities and avoid the risks so that portfolios are well positioned irrespective of when the turning point come,” they said.
Rossouw will explain how investing in ‘quality stocks’ forms an integral part of Investec’s aim to weather different market conditions and to build real wealth for investors over the long term through the power of compounding.
“As ‘quality’ investors, we favour companies that don’t rely heavily on central bank policies or economic momentum to produce returns. In this way we avoid exposure to stocks that are very sensitive to market volatility,” the company also said.
Rossouw is head of Quality at Investec Asset Management. He is portfolio manager with a focus on multi-asset absolute return and low volatility real return equity investing.
His portfolio manager duties include our flagship Opportunity strategy that he has run since 2003 and our two equity-oriented Global Opportunity Equity and Global Franchise strategies. He joined the firm in 1999, initially as an asset allocation and sector allocation strategist.
Prior to Investec Asset Management, Rossouw was awarded a study bursary by Sanlam where he worked for eight years, including five years in asset management.
The Fund Selector Roundtable Spain takes place on 16 September 2014 at the ME Madrid Reina Victoria.
Click here for further details and to register: http://events.investmenteurope.net/spain
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