SIM Unconstrained Capital Partners was set up to enable Ricco and Claude to give their full, undivided attention to managing equity portfolios in line with their unconstrained philosophy. With Sanlam Investments being the major shareholder of the business, the team is able to leverage off the extensive resources of Sanlam Investment Management (Pty) Ltd (SIM), including the research platform, compliance, dealing, administration, distribution and legal services.
Conventionally investors tend to be invested in relative return portfolios, where the manager invests according to a pre-determined benchmark. We launched our unconstrained investment offering in January 2007, with the establishment of the SIM Unconstrained Equity portfolio.
We believe clients are much more likely to achieve superior returns if they invest in portfolios that have few constraints and thus allow the fund managers the freedom to invest where they see the best opportunities, irrespective of a company’s weighting in the market index.
With this in mind, we actively pick stocks that we expect to deliver superior performance over the long-term based on investment tenets that are both enduring and repeatable. Our fundamental research and long-standing investment expertise makes us well-placed to take high conviction positions in stocks we like and to avoid stocks that we do not believe offer compelling value.
During 2011, two new team members, Jan Meintjes and Francois Krüger, joined SIM Unconstrained Capital Partners to complement the original team. Jan brings additional idea generation and research capabilities to the team. He will be focussed on managing the COGNITIO Hedge Fund. Francois was appointed as Operations and Business manager and will be responsible for all non-portfolio related tasks, with specific emphasis on servicing our valued customers.
Key aspects of our business philosophy are:
- We manage our clients’ money the way we would manage our own money
- We like to keep things clear and simple in everything that we do
- Our culture is one of high performance, driven by enormously motivated and passionate people
- We like to cement long term relationships with our clients
Clients can invest with us through:
- SIM Value Fund (for retail clients and smaller institutional clients);
- SIM Unconstrained Equity product (for larger institutional clients);
- Sanlam Escalating Fund (for high net worth individuals);
- COGNITIO Hedge Fund *
* Although COGNITIO Hedge Fund is not available to the general public you may call SIM Unconstrained Capital Partners for more information.