Managed portfolios are available to 27four retail investors wishing to hold discretionary customised portfolios of listed South African shares tailored to meet their unique risk and return expectations. The portfolio solutions are managed by Stockbroker Legae Securities (Pty) Ltd a member of the Johannesburg Stock Exchange. The portfolio manager Mik Hannes has in excess of 17 years experience managing retail assets.

The portfolio manager employs a value style of investing. Value is discovered via fundamental bottom-up stock picking with a preference to companies that regularly pay dividends, trade below their intrinsic value, have a reliable history and have strong balance sheets. Shares are only purchased when company valuations appear attractive. Portfolios are diversified across different sectors. Broking and taxes are kept to a minimum as the fund manager applies a long-term buy and hold strategy.

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For more information on how to invest please contact us.