Independent Securities is focused purely on delivering superior investment performance for clients at a reasonable cost. Our disciplined and systematic investment process has resulted in our long-term performance track record of outperforming relevant benchmarks and peer groups. Our investment strategy is to simply invest in great companies that can be purchased at an attractive price and hold these companies for the long-term.
Independent Securities is a JSE member that specialises in full discretionary portfolio and asset management across various mandates. Our business is well-established and has been a JSE member since 1998. The company is privately owned by management and the founders continue to be integrally involved in the business on a day to day basis. Our portfolio managers have significant investment experience and are supported by stable and highly competent administrative team. We have a robust and flexible investment administration platform catering to all our clients’ needs.
We have in excess of R22bn of funds under administration and management. This is spread over 2,300 clients. The company operates from three offices: Illovo (head office), Stellenbosch and Pretoria. We employ 31 people, 17 of whom are portfolio managers. In addition to our JSE license, we also have FSB category 2, 2A licenses. Only fifteen of approximately 60 JSE members have CSP license which signifies the high levels of internal control and segregation of duties embedded into our internal processes
Invest in a managed long-term share portfolio that owns high quality JSE listed companies with a highly compelling investment case.
Invest in a managed long-term share portfolio that owns high quality Globally listed companies with a highly compelling investment case.
We can manage your retirement annuity, living annuity, preservation provident / pension fund or portfolio and invest directly in JSE and Globally listed companies.
Own some of the greatest businesses in the world by investing in our Dublin based fund.
Enjoy above average interest rates on cash investments.
Buy and sell shares on the JSE, or transact in over 20,000 shares Globally.
Invest in businesses that have exceptional and sustainable business models.
Only commit capital to businesses where we believe the purchase price is attractive and probable of delivering acceptable long-term investment performance.
Aim to buy and hold companies indefinitely as this is the surest way to generate superior investment performance.
We simply don’t believe in market timing because of the opportunity cost, higher fees and tax implications.
Our concentrated portfolios hold between 15-25 shares so our high conviction ideas have a meaningful impact on investment performance.
We use a fundamental bottom-up approach that assesses both quantitative and qualitative aspects to select businesses for portfolios.
Valuable insights
As the 2024 U.S. presidential election approaches, Donald Trump’s and Kamala Harris's opposing policies will impact the U.S. economy and global markets...
The macroeconomic environment will likely favour emerging markets as the Fed pivots, and expected rate cuts in the US would likely weaken the US dollar. Countries such as India make a compelling investment case...
The geopolitical landscape in the United States has implications for global markets, and understanding the divergent policies of the Democratic and Republican parties is essential to understanding investment risks associated with the upcoming US elections.....
We have slowly started seeing positive signs emerge from China, and this, coupled with some of the cheapest valuations we have seen in our investment careers, has stirred our animal spirits.
As we reflect on last year's stock market performance, we also identify sectors and themes that will likely dominate in the year ahead...
When investors contemplate market crashes or bear markets, the narrative is typically around the precipitous fall in the stock market's value. However, this year has seen one of the worst bear markets in history, but instead of stock markets collapsing, it has been global bond markets....
Investing in the stock market can be a daunting experience as investors need to consider global macroeconomics, industry dynamics, and, ultimately, which stock represents their best investment view....
We chatted with various women across South Africa to determine the invaluable wisdom they would share with their younger selves about money and investments...
Creating long-term wealth is not just about finding a fund manager with a purple patch or picking the next ten-bagger stock...
It has been 22 years since Eskom was awarded the prestigious Power Company of the Year in the Financial Times' annual Global Energy Awards...
The dominant investor view at this stage is that the US economy will move into a modest recession during 2023...
The year of 2022 can be described by several diverging factors. When reflecting on 2022 it is important to note the preceding factors that changed quickly that resulted in the dramatic changes that occurred during the year...
The years following the covid pandemic can be described as “unprecedented” due to the significant amount of volatility, both to the upside and the downside in the markets...
Markets are under considerable duress, mainly because the US Federal Reserve (Fed) has hiked interest rates faster than the market had anticipated to curb runaway inflation, pushing the US economy towards a recession...
In the last couple of years, global investment markets have experienced an explosion in the listings of an investment product called an exchange-traded fund (ETFs)....
The S&P500 is embedded in bear market territory and there is a deafening crescendo of negative rhetoric about generational inflation highs and a looming recession...
At the moment there is significant news flow around geopolitics, economics and equity markets. The quantum of news flow is dizzying and leads investors to perpetually question their investment strategy...
According to Investopedia “An inflection point is an event that results in a significant change in the progress of a company, industry, sector, economy, or geopolitical situation and can be considered a turning point after which a dramatic change, with either positive or negative results, is expected to result.”
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