Slide Investment Philosophy Two principles are the foundation of our investment philosophy.

  1. Sound research across statistics, financial mathematics, and economics to deliver results.

  2. We implement approaches that integrate factor investing, fundamental analysis, behavioral finance and quantitative risk management to formulate our investment ideas.


We seek to cultivate long-term wealth using investment intelligence for our clients.


Investment philosophy



Three principles are the foundation of our investment philosophy.

  1. We rely on sound research across behavioral finance, fundamental analysis, and statistics to help us deliver repeatable results.
  2. We believe in a rigorously tested, disciplined approach that integrates quantitative and qualitative techniques to implement investment ideas.
  3. In portfolio construction and risk management, we aim to generate more value for our clients by applying comprehensive systematic tools.

By applying these principles, we seek to cultivate long-term wealth using investment intelligence for our clients.

Our Capabilities



We offer institutional and individuals investors solutions across Equity and Multi-Asset capabilities.

Equity Capabilities



Our Equity capability consists of long-only strategies that invest in companies listed in South Africa.

Lima Mbeu SA Equities


  • The investment universe of the Fund comprises stocks of companies listed on the Johannesburg Stock Exchange (JSE), in South Africa.
  • We believe that buying companies whose earnings are growing faster than average leads to the outperformance of the market in the long run.
  • The fund seeks to invest in stocks of growth companies, particularly those that have high returns on capital, and positive sentiment.
  • The fund is suitable for investors who are looking for long term growth of capital and are willing to be exposed to the capital volatility that comes with investing in equities.
Fund Facts links

Multi Asset Capabilities



Our Multi-Asset capabilities include strategies that seek to deliver consistent investment returns by investing across different asset classes in both developed and emerging markets. The fund is Regulation 28 compliant and invests across stocks, bonds, and cash instruments.

Lima Mbeu Multi-Asset Fund


  • The fund invests globally across stocks, bonds, and cash instruments.
  • We believe that diversification across asset classes offers one of the best ways to build wealth consistently with low volatility.
  • The Fund seeks to deliver consistent investment returns by outperforming a composite multi-asset benchmark.
  • The fund is suitable for investors who are looking for long term growth of capital.
Fund Facts links