“It is insane to risk what you have and need to obtain what you don’t have and don’t need.”
– Warren Buffet
“Pundits forecast not because they know, but because they are asked.”
– John Kenneth Galbraith
“Rule #1: Never lose money
Rule #2: Never forget rule #1”
– Warren Buffet
“Surprise is the mother of all panic.”
– Nick Murray
“Minimising downside risk, while maximising the upside is a powerful concept.”
– Mohnish Prabai
“If you can’t find a way to make money while you sleep, you will work until you die”
– Warren Buffet
Constellation is a boutique investment company, with an experienced team of investment professionals that leverages innovative thinking, deep product knowledge and networks to deliver exceptional tailor-made investment solutions to retail and institutional clients in South Africa.
2015 – Constellation Asset Management founded
2016 – Received Category II and IIA Financial Services Licences
2016 – Appointed to manage first segregated mandate – The Constellation Positive Growth Investment
2017 – Partnered with African Rainbow Capital (ARC) whereby ARC acquired 55% of Constellation Asset Management
2018 – Appointed to manage first unit trust mandate under CICSA – The Constellation Protected Growth Prescient Fund
Team experience – Our investment team is highly experienced thereby ensuring effective and appropriate investment decision making.
Proven track record – A track record of delivering strong investment performance that exceeds our clients’ expectations.
Personal approach – Our clients’ can rely on personal service underpinned by direct access to all our senior professionals.
Tailor-made philosophy – We build investment solutions specifically suited to meet client risk and return requirements.
Strong relationships – Enduring relationships, developed over time, ensure our team has access to best price and execution.
Empowered – We are a Level 2 B-BBEE contributor
We provide Capital Preservation – Capital preservation of our clients’ assets is paramount. We focus on securing our clients’ assets by investing in high quality and liquid assets that transparently secure their capital. Our focus on capital preservation allows our investments to compound in value over the long term. Our research indicates that our clients require lower total returns on the upside, because they have avoided the large negative returns on the downside.
We provide inflation beating returns – By investing in liquid, transparent, and investable market benchmarks that best suit our clients’ needs, we ensure our clients receive the returns they seek and avoid the risks and disappointments often experienced when trying to pick winning stocks.
We avoid market timing – We do not aim to manage the percentage we hold in any asset class to reflect our market view. Successful market timing is very difficult to achieve consistently, and it is not a skill we claim to possess. As a result, we invest on a systematic basis to maximise transparency and intuitive investing outcomes.
We are low cost – We charge low fees to minimise the impact costs have on investment returns. We do not charge upfront or performance fees.
We maximise investment simplicity – We invest in a small number of high-quality assets with a focus on firstly ensuring capital preservation and secondly seeking to deliver inflation beating returns. By limiting complexity, we strive to make investing straight forward and intuitive, limiting client disappointment.
We buy and hold our investments – We invest in high quality assets for the medium to long term and aim not to trade unnecessarily.