Jean-Pierre Du Plessis

Functions as a College/University

ValuGro is an active, medium- to long-term manager which performs in-house research, believing that performing detailed analysis of less commonly researched stocks and adjusting the share weightings of well researched stocks allows them to outperform the fund's All Share Index benchmark. They use the top 25 stocks in the benchmark as their starting point, eliminating most of them to arrive at their 'favorite' large-cap holdings in relation to their ALSI weightings. The firm's ABSA Flexible Fund seeks medium-term capital growth by investing in equities (including real estate equities), bonds and cash. Through the ValuGro General Equity Fund, they seek long-term capital growth. ValuGro's Active Allocation Fund is a flexible portfolio which invests in a mix of South African and international equity securities, real estate shares, real estate-related securities, non-equity securities, liquid assets, participatory interests and other forms of participation in portfolios of collective investment schemes. The Valugro Property Fund is a specialist portfolio comprising financially sound real estate securities, real estate-related securities and participatory interests in collective investment schemes in listed real estate, non-equity securities and liquid assets.

Efficient Select follows a sustainable growth plan incorporating strategy, knowledge, innovation and sound business practices.

SFIM is a global investment manager that constructs focused portfolios with the objective of preserving and growing their clients’ wealth in real terms, across generations.