Independent Securities

Your Investment Partner

What can we do for you?

Who We Are

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: Houghton (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 a 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

Fun Facts

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Our Services

Local Portfolio Management

Invest in a managed long-term share portfolio that owns high quality JSE listed companies with a highly compelling investment case.

Global Portfolio Management

Invest in a managed long-term share portfolio that owns high quality Globally listed companies with a highly compelling investment case.

Retirement

We can manage your retirement annuity, living annuity, preservation provident / pension fund or portfolio and invest directly in JSE and Globally listed companies.

Unit Trust

Own some of the greatest businesses in the world by investing in our Dublin based fund.

Cash

Enjoy above average interest rates on cash investments.

Stockbroking

Buy and sell shares on the JSE, or transact in over 20,000 shares Globally.

Our Value Proposition

Focus

We are a focused investment manager and do not offer ancillary services so we can concentrate on allocating your investment capital in the most optimal manner.

Personal

Our clients have a personal and one on one relationship with our portfolio managers and can speak to the person making the actual investment decisions at any time.

Track Record

We have a long-term track record of outperforming our benchmark and peer group.

Expertise

Our investment team has been incredibly stable for an extensive period and they have a collective experience span of 415 years, or 23 years per member.

Established

We started over 20 years ago and have developed a disciplined investment process and a highly efficient administrative platform.

Fees

Fees count in the long-term so we ensure our fees are competitive and we don’t charge performance or upfront fees.

Our Investment Philosophy

Great Companies

Invest in businesses that have exceptional and sustainable business models.

Valuation

Only commit capital to businesses where we believe the purchase price is attractive and probable of delivering acceptable long-term investment performance.

Long-Term

Aim to buy and hold companies indefinitely as this is the surest way to generate superior investment performance.

Market Timing

We simply don’t believe in market timing because of the opportunity cost, higher fees and tax implications.

Concentrated

Our concentrated portfolios hold between 15-25 shares so our high conviction ideas have a meaningful impact on investment performance.

Stock picking

We use a fundamental bottom-up approach that assesses both quantitative and qualitative aspects to select businesses for portfolios.

“Those who cannot remember the past are destined to repeat it.”

(George Santayana)

Our Latest Research

Valuable insights

09 Oct 2018

Value Gap - Aspen Pharmacare

An Aspen Headache? The JSE has certainly seen its fair share of large-cap sell-offs over the last 12 months. Aspen is a recent member of that list....

27 Sep 2018

Value Gap - EPP

EPP is a pure Polish property play that is listed on the Johannesburg and Luxembourg stock exchanges...

27 Sep 2018

Value Gap - Box

We have observed two significant and disruptive technological waves over the last two decades. The first was the internet wave. And the second was the mobile wave. Both had an indelible and unimaginable transformative impact on mankind...

20 Jun 2018

Rock-Bottom

Irresistible Investment Ideas

08 Jun 2018

For Your Perusal - Sticking to the Road

Understandably, investors on the JSE are frustrated. The All Share Index (Alsi) has wobbled ceaselessly for the last four years like a rudderless dinghy on a perilous ocean...

14 May 2018

Value Gap - British American Tobacco

Where there’s smoke, there are returns!

05 Apr 2018

For Your Perusal - The Power of Now

For South African equity investors, the last four years have been pretty dismal...

27 Feb 2018

Value Gap - CBS

High speed internet connectivity has forever changed the manner in which media content is distributed and consumed...

Assets Under Management

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Global
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Retirement
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Unit Trust

Our People

We are here to help you with your investments

Get In Touch

Don't hesitate to contact us

Johannesburg Office 3 West Street, Houghton, 2196 E: [email protected] P: 011 489 5400 Pretoria Office Cnr Dyer & Lynnwood Road, Hillcrest, 0075 E: [email protected] P: 012 362 2772 Stellenbosch Office 153 Dorp Street, Stellenbosch, 7600 E: [email protected] P: 021 882 8680
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