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Investment Philosophy

Integral Asset Management adheres to a disciplined investment philosophy that serves as the foundation of our portfolio management approach. Our philosophy centres around the core principles of capital preservation, responsible stewardship, and long-term wealth enhancement. Our primary objective is to carefully safeguard and grow our clients’ assets while prudently managing risk. We are committed to providing our clients with consistent income streams, ensuring financial security during retirement, and fostering intergenerational wealth transfer.

Product providers that we have partnered with

Integral Asset Management Sqissquote Logo
Integral Asset Management Peresec Logo.
Integral Asset Management Boutique Collective Investments Logo.
Integral Asset Management Investec Logo.
Integral Asset Management Momentum Logo.
Integral Asset Management Ninety One Logo.
Integral Asset Management Fundsmith Logo.
Integral Asset Management Prescient Logo.
Integral Asset Management Stanlib Logo.
Integral Asset Management Liberty Logo.

Service providers that we have partnered with

Integral Asset Management has formed key partnerships with reputable companies to expand our capabilities. These collaborations bring advanced technologies and services, boosting our operational efficiency and product quality. Such strategic partnerships exemplify our commitment to innovation and success in a competitive market.

Integral Asset Management Masthead Logo
Integral Asset Management Co-operative Computing Logo
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Integral Asset Management Refinitiv Logo
Integral Asset Management Alpine Marco Logo
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Investment Approach:

Our investment approach combines expertise, discipline, and process to deliver exceptional outcomes for our clients. We believe in active portfolio management that seeks to optimise risk-adjusted returns while staying true to our clients’ investment goals. Our approach to portfolio construction and management is driven by a deep understanding of risk, market dynamics, economic factors, and individual company analysis.

1

Assess

Assessing local and international macro-economic trends that directly affect the investment market.
2

Identify

Identifying appropriate opportunities within the investment universe that are positioned with an upside bias for the economic expectations.
3

Implement

Construct portfolios by implementing the investment changes identified in the top-down and bottom-up market analysis.
Integral Asset Management Assess and Implement

Invest with Integral