Invest
different
Long-term track record
Camissa at a glance
AUM
Assets under management
Alpha equity track record
(Net of all fees)
Combined experience
(Across the investment team)
Investing experience
Est. 2001
Staff ownership
(Held by employees)
Investment professionals
Large and stable team
for excellence
Disciplined. Valuation-driven.
Long-term orientation.
We invest with a clear, consistent philosophy that has guided us for over two decades.
Ability and willingness to be contrarian
We act decisively when price and value diverge even if it means going against prevailing sentiment. True opportunities often appear where few are willing to look.
Focus on long-term fundamentals
We value long-term cash flows. Our decisions are grounded in what businesses are likely to earn over time.
Probability over prediction, with humility
We think in probabilities, not certainties, and consider multiple possible scenarios when making investment decisions.
Discipline and patience through cycles
We apply our philosophy with discipline, even when it requires a contrarian stance.
Size matters
Our size is a competitive advantage, giving us access to a wider opportunity set for our clients.
A global perspective
Managing global funds broadens our view to identify opportunities and risks, helping us make better-informed decisions for long-term value.
Fund range
Our range of local and global funds is managed by a team of skilled professionals who unearth investment opportunities in changing markets.
Equity Alpha Fund
Aims for strong capital growth, suitable for investors with a higher risk tolerance and long-term horizon.
Global Equity Fund
This fund (domiciled in Ireland*) aims to provide strong capital growth and a total portfolio return that is in the top quartile for general equity funds.
Global Equity Feeder Fund
The fund will be fully invested in the dollar-denominated Camissa Global Equity Fund (domiciled in Ireland), with the objective to achieve a total portfolio return that is better than the world equity market over the long term.
Balanced Fund
This fund aims to provide investors with high, long-term capital growth within the constraints of the statutory investment restrictions for retirement funds. The fund seeks to provide a moderated exposure to volatility in the short term.
Protector Fund
This fund aims to provide steady capital growth and returns that are better than equity market returns on a risk-adjusted basis over the medium to longer term.
Stable Fund
This fund aims to provide total returns that are above inflation over the medium term. It seeks to provide a high level of capital stability and to minimise loss over any one-year period, within the constraints of the statutory investment restrictions for retirement funds.
SA Equity Fund
This fund aims to deliver strong capital growth and a portfolio return that is significantly better than the average general equity fund.
SA Balanced Fund
Aims to deliver strong capital growth and income over the long term, thereby significantly outperforming the average competitor balanced fund.
Long-term outperformance comes from meaningfully deviating from the benchmark, sustained with discipline.
For this reason:
Unconventional thinking often looks wrong before it is proven right
What this means for clients:
Invest with us
