Invest different
We are a true high-conviction active investment manager, with a track record spanning more than two decades and an unconventional investment approach that delivers for investors.
How we invest different
This philosophy is consistent across all Camissa strategies. For institutions, it is expressed through explicit governance, monitoring, and accountability frameworks.
Valuation-led
High active share
Disciplined
Risk as permanent capital loss
Contrarian
Our Ownership
Camissa management and staff
Sinayo Ownership
Board of
directors
Institutional strategies
Camissa offers a focused, high conviction set of institutional strategies designed to meet long term objectives across the risk spectrum. Each strategy is managed under a consistent, valuation-led, contrarian philosophy, emphasising high active share, disciplined risk management and a long term horizon.
Multi asset funds: Domestic and Global Balanced Funds
Deliver inflation-beating returns over full cycles via active asset allocation and bottom-up stock selection.
Domestic Balanced Fund: Achieves inflation-beating returns over full cycles via active asset allocation and bottom up stock selection.
Global Balanced Fund: Provides globally diversified growth through equities, bonds, and alternatives in a valuation anchored framework.
Equity funds: Managed and Core Equity
Deliver superior long-term outperformance through concentrated, valuation driven portfolios.
Generate consistent alpha with controlled risk through diversified positioning across sectors and styles.
Fixed income strategies: Bond and Money Market Funds:
Generates superior risk-adjusted returns through active duration, yield-curve positioning, and security selection.
A focused range of institutional mandates
We offer a narrow range of funds across the risk spectrum, including specialist equity, bond and absolute return funds, as well as global and domestic balanced mandates.
Bond Fund
The Bond Fund seeks to outperform the benchmark over time and offers exposure to the South African bond market by investing in a range of government, parastatal and corporate bonds. The fund is actively managed and performance is achieved by identifying investment opportunities across the interest rate spectrum.
Core Equity Fund
The Core Equity Fund aims to maximise performance within a reasonably tight tracking error constraint. It aims to be fully invested in South African equities on a consistent basis and is conservatively positioned in our best ideas, based on our team’s bottom-up stock-picking process. The fund invests in South African equities within a reasonably tight tracking error and is more conservatively managed than the Managed Equity Fund. Significant emphasis is placed on risk management relative to the FTSE/JSE Capped SWIX Index. The fund is available in segregated or pooled form and segregated mandates may be available with alternative benchmarks.
Domestic Balanced Fund
This fund aims to significantly outperform the median manager in the domestic retirement fund manager peer group. It has a balanced mandate and investments are diversified across equities, bonds and cash. The fund is actively managed and is positioned in our best ideas, based on our team’s proven research process. It is Regulation 28 compliant and is available in segregated and pooled form. The fund is benchmarked against the median return of the Alexander Forbes SA Manager Watch: Best Investment View survey.
Global Balanced Fund
This fund aims to significantly outperform the median manager in the retirement fund manager peer group over the long term. It has a global balanced mandate and investments are diversified across domestic equities, property, bonds, cash and foreign assets. The fund is actively managed and is positioned in our best ideas, based on our team’s proven research process. It is Regulation 28 compliant and is available in segregated and pooled form. The fund is benchmarked against the median return of the Alexander Forbes Global Large Manager Watch survey.
Managed Equity Fund
The Managed Equity fund aims to significantly outperform its benchmark over time and be fully invested in South African equities on a consistent basis. It is actively positioned in our best ideas, based on our team’s bottom-up stock-picking process. This fund invests in South African equities and does not have explicit risk constraints. It is benchmarked against the FTSE/JSE Capped SWIX Index and is available in segregated or pooled form. Segregated mandates may be available with alternative benchmarks.
What our institutional clients should expect:
We are stewards of our client capital
Environmental
We assess climate impact, resource efficiency, and sustainability practices.
Social
We prioritise companies with strong labour standards, diversity, and community engagement.
Governance
We invest in businesses with robust governance, transparency, and accountability.
Invest responsibly.Deliver performance.
At Camissa, responsible investing is more than a principle - it’s a practice. We ensure our portfolios meet institutional standards of governance and transparency
← Our approach to responsible investment Integration
At Camissa, we believe that creating long-term value extends beyond financial returns – it includes making a meaningful difference in society.
Our CSI focus areas
Education and skills development
Supporting programmes that enhance learning opportunities and vocational training for disadvantaged communities.
Entrepreneurship and economic empowerment
Promoting small business development and financial inclusion to foster sustainable livelihoods.
Community upliftment
Partnering with credible organisations to deliver impactful initiatives that strengthen social resilience.
Invest with us
