Sanlam Investment Management
Business Investment in Cape Town

All SIM’s investment decisions are firmly rooted in our pragmatic value philosophy, which enables our fund managers to make rational – not emotional – decisions that are based on in depth research conducted by our large team of analysts and the insight this gives them into what an asset is truly worth – not what investors are willing to pay based on greed or fear.
As all information is publicly available, we cannot claim to add value by trying.
As value investors, we believe that financial markets are inefficient and that we can add value relative to the general market indices as a result of this. These emotions cause asset prices to move away from their fair values, which creates investment opportunities for patient investors. Market inefficiency exists primarily because financial market participants are driven by human emotions. Also, as various market participants have different investment time frames and liquidity requirements, assets can become mispriced on a temporary basis.

We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth. We offer a comprehensive range of local and offshore investment products to end-investors, financial planners and institutions. Our investment options include passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds. At Sanlam Investments, we aim to protect and grow your wealth over the long term. Many factors influence the investment performance that enables us to achieve this goal. We successfully combine these factors to deliver strong performance across the investment range. We have been around for almost a century and have always successfully adapted to our investors’ needs. Our employees are driven by passion and actively strive to be transparent and innovative. A culture of diversity and commitment to growing our own timber. At Sanlam Investments, transformation is imperative and our internal programmes help develop tomorrow’s black investment professionals and business leaders. Our robust, tested and proven pragmatic investment process and philosophy. Our performance history highlights the success we have achieved for our clients by committing to our investment philosophy. As value investors, we make use of the opportunities created when prices differ from their fair value. We believe that financial markets are inefficient because the market participants are driven by emotions. These emotions cause asset prices to move away from their fair values, which creates investment opportunities for patient investors. Also, as various market participants have different investment time frames and liquidity requirements, assets can become mispriced in the short term. Generally, we invest in assets that are trading below our fair value estimate and disinvest from assets that are trading above our fair value estimate. We use a fair value framework based on the assumption that assets revert to their long-term average real returns. Our philosophy is based on rational decisions and thorough research. What this means in practice is that our team of analysts conducts in-depth research to gain insights into what an asset is truly worth, as opposed to what investors are willing to pay because of greed or fear. Based on this, our fund managers make decisions that take advantage of these market efficiencies, without being influenced by emotions. As we are valuation-based investors, we are convinced that by sticking to our guns in the long-term and riding out volatile and uncertain periods, we will be able to deliver consistent, compelling long-term investment performance for our clients. You confirm that you’re a financial adviser, broker and/or investment professional. If you’re a private investor, we recommend that you seek financial advice from a registered financial adviser before you invest to make sure our products suit your investment needs.