Justin Floor

PSG Asset Management’s research team creates carefully curated buy lists across all asset classes from which their fund managers construct portfolios within the parameters of the specific mandates in their focused fund range. The firm aims to construct portfolios which have a high likelihood of achieving the required return over a range of future scenarios.

Camissa AM is an active, long-term, value-driven manager which aims to consistently deliver superior investment performance by applying unconventional thinking to assess financial markets and identify investment opportunities. The firm follows a bottom-up process, performing in-house company, industry and individual security research aiming to produce an accurate assessment of the relative merits of a particular investment and to identify the key drivers of its future cash flows. They buy investments that are priced well below their intrinsic values and avoid those that they believe are overpriced.