UK
Global
Quality investing at Ninety One
Times change.
Quality doesn’t.
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Simply the best
They say quality is key, but how do professional investors identify quality characteristics in a company? Seven portfolio managers from Ninety One stepped in front of our cameras to discuss what it takes to separate the stars from the duds. Our journey into the world of quality investing covered a broad range of topics, from companies that are particularly appealing at the moment to the impact of Brexit and Covid on investment decisions.
UK
GLOBAL
Fundamentally, they describe their long-established, rigorous approach to company research that's embedded throughout the 29-strong global investment team. This Research Framework provides an edge when it comes to identifying
the best of the best and is one of the reasons
they believe not all quality is Ninety One's quality.
Let’s take a closer look at the joys and challenges
of quality.
Quality investing Ninety One
[1] As at 31 March 2021
[1]
The quest for
quality in the UK
The search for
quality goes global
coming soon
Register here
Register here to watch the second instalment
of our conversation with Ninety One, showcasing their global and regional quality portfolios
15th June, 10am
coming soon
Register here
Register here to watch the second instalment
of our conversation with Ninety One, showcasing their global and regional quality portfolios
15th June, 10am
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Quality investing at Ninety One
Simply the best
They say quality is key, but how do professional investors identify quality characteristics in a company? Seven portfolio managers from Ninety One stepped in front of our cameras to discuss what it takes to separate the stars from the duds. Our journey into the world of quality investing covered a broad range of topics, from companies that are particularly appealing at the moment to the impact of Brexit and Covid on investment decisions.
GLOBAL
UK
coming
soon
Quality investing at Ninety One
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Britain’s finest
The UK provides a rich hunting ground for quality investors. Finding quality companies, however, is easier said than done. Simon Brazier, Ben Needham and Matt Evans shine a light on the ins and outs of identifying Britain’s best companies and explain what makes their portfolios stand out.
01
Studio debate
The quest for quality in the UK
In the key take-outs from our panel, Angus Foote finds out exactly what quality means at Ninety One. Simon Brazier, Ben Needham and Matt Evans also highlight what they believe are the characteristics and attributes required to construct resilient portfolios that continue to deliver over the long term, whatever markets throw at them.
Watch in full (28:45)
Play video
02
The Ninety One quality range
Why settle for good when great is available?
Simon Brazier gives an overview of the broad offering Ninety One’s quality team provides, be it UK, global, regional, growth or income. But it’s not all about the money. As long-term investors, Brazier and his team see social and environmental sustainability as one of the key requirements for the companies they invest in.
Matt Evans
UK Sustainable Equity Fund
Ben Needham
UK Equity Income Fund
Simon Brazier
UK Alpha Fund
03
Fund pitches
You’re a fan of keeping it short and sweet?
So are we. Watch Ninety One’s UK quality team sum up the main aspects of the portfolios they manage – and what sets them apart.
Investment (and engagement) with purpose
Square Mile’s ‘Talking with…’
Viewpoint: We aren’t cabbage farmers and nor do we want to be!
Podcast: Post Brexit Britain
Viewpoint: Life after COVID this time it is different
More insights from the managers:
More insights from the managers:
More insights from the managers:
In the full conversation, the Ninety One PMs reveal more about and where they find the best opportunities, highlight companies they believe are in it for the long run and discuss the impact of Brexit and COVID on finding the best of the best – true quality companies that can deliver in all markets.
Watch the highlights (08:45)
To learn more about Ninety One’s
UK quality range, go to
ninetyone.com
contact our sales team
To receive Quality insights from Ninety One Register here
to receive Quality insights from Ninety One register here
Quality investing at Ninety One
Scroll down
The UK provides a rich hunting ground for quality investors. Finding quality companies, however, is easier said than done. Simon Brazier, Ben Needham and Matt Evans shine a light on the ins and outs of identifying Britain’s best companies and explain what makes their portfolios stand out.
Times change.
Quality doesn’t.
Britain’s finest
Ben Needham
UK Equity Income Fund
More insights from the managers:
Viewpoint: We aren’t cabbage farmers and nor do we want to be!
Matt Evans
UK Sustainable Equity Fund
More insights from the managers:
Square Mile’s ‘Talking with…’
Investment (and engagement) with purpose
Simon Brazier
UK Alpha Fund
Podcast: Post Brexit Britain
More insights from the managers:
Viewpoint: Life after COVID this time it is different
03
Fund pitches
You’re a fan of keeping it short and sweet?
So are we. Watch Ninety One’s UK quality team sum up the main aspects of the portfolios they manage – and what sets them apart.
02
The Ninety One quality range
Why settle for good when great is available?
Simon Brazier gives an overview of the broad offering Ninety One’s quality team provides, be it UK, global, regional, growth or income. But it’s not all about the money. As long-term investors, Brazier and his team see social and environmental sustainability as one of the key requirements for the companies they invest in.
Play video
01
Studio debate
The quest for quality in the UK
In the key take-outs from our panel, Angus Foote finds out exactly what quality means at Ninety One. Simon Brazier, Ben Needham and Matt Evans also highlight what they believe are the characteristics and attributes required to construct resilient portfolios that continue to deliver over the long term, whatever markets throw at them.
In the full conversation, the Ninety One PMs reveal more about and where they find the best opportunities, highlight companies they believe are in it for the long run and discuss the impact of Brexit and COVID on finding the best of the best – true quality companies that can deliver in all markets.
Watch in full (28:45)
Watch the highlights (08:45)
contact our sales team
To learn more about Ninety One’s
UK quality range, go to
ninetyone.com
Register here
To receive Quality insights from Ninety One
Start
1
2
3
UK
Global
coming soon
Register here
Register here to watch the second instalment
of our conversation with Ninety One, showcasing their global and regional quality portfolios
15th June, 10am
Quality investing Ninety One
To receive Quality insights from Ninety One Register here
coming
soon
UK
Home
Global
Quality investing at Ninety One
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Quality is out there - you just need to know how to find it. Based in Cape Town,
New York and London, Ninety One’s Clyde Rossouw, Charlie Dutton, Abrie Pretorius and Paul Vincent provide a worldwide perspective on quality investing. Find
out how the four portfolio managers navigate global markets and which companies they believe to be the winners of tomorrow.
Times change.
Quality doesn’t.
Quality without borders
UK
Global
01
Studio debate
The search for quality goes global
Clyde Rossouw, Charlie Dutton, Abrie Pretorius and Paul Vincent join Citywire's Angus Foote to discuss quality investing through a global lens. Topics include the globally integrated team and investment approach at Ninety One, the relevance of quality investing today and what they look for in companies when constructing their global, Asia Pacific and US-focused growth and income portfolios.
Paul Vincent
American Franchise Fund
Abrie Pretorius
Global Quality Equity Income Fund
Charlie Dutton
Asia Pacific Franchise Fund
Clyde Rossouw
Global Franchise Fund
03
Fund pitches
Pressed for time?
This won’t take too long, promise. The global quality team’s elevator pitches go straight to the point. Clyde Rossouw, Charlie Dutton, Abrie Pretorius and Paul Vincent tell you everything you need to know about their funds including what sets them apart.
Start
1
2
3
Quality investing Ninety One
or contact our sales team
To learn more about Ninety One’s
quality range, go to
ninetyone.com
Register here
To receive Quality insights from Ninety One
To receive Quality insights from Ninety One Register here
02
The Ninety One quality range
Why settle for good when great is available?
Simon Brazier gives an overview of the broad offering Ninety One’s quality team provides, be it UK, global, regional, growth or income. But it’s not all about the money. As long-term investors, Brazier and his team see social and environmental sustainability as one of the key requirements for the companies they invest in.
Play video
Watch the highlights (12:35)
Watch in full (24:25)
In the full conversation, the Ninety One PMs reveal more about where they are finding the best opportunities in the regions they cover, including the emergence of quality in Asia, and discuss the challenges and opportunities for quality investors as a result of the pandemic.
contact our sales team
to receive Quality insights from Ninety One register here
To learn more about Ninety One’s
quality range, go to
ninetyone.com
To receive Quality insights from Ninety One Register here
Quality investing at Ninety One
Scroll down
The UK provides a rich hunting ground for quality investors. Finding quality companies, however, is easier said than done. Simon Brazier, Ben Needham and Matt Evans shine a light on the ins and outs of identifying Britain’s best companies and explain what makes their portfolios stand out.
Britain’s finest
01
02
The Ninety One quality range
Why settle for good when great is available?
Simon Brazier gives an overview of the broad offering Ninety One’s quality team provides, be it UK, global, regional, growth or income. But it’s not all about the money. As long-term investors, Brazier and his team see social and environmental sustainability as one of the key requirements for the companies they invest in.
Play video
03
Fund pitches
UK
Home
Global
