maintaining the trust of our clients IS the cornerstone of our business
INTEGRITY
GLOBAL EQUITY STRATEGY
This strategy aims to achieve long term capital appreciation (in USD terms) by investing in a diversified portfolio of global equities.
INTEGRITY
LOCAL EQUITY STRATEGY
This strategy aims to achieve long term capital appreciation by investing in a diversified portfolio of South African equities.
GLOBAL
FLEXIBLE STRATEGY
This strategy aims to achieve long term capital appreciation by investing in a diversified portfolio of funds of different asset classes.
TRUST IS THE FOUNDATION OF LONG TERM RELATIONSHIPS
Integrity Asset Management is an owner managed,
boutique asset management company specialising in
unique, tailor-made solutions for private and institutional
clients. As such, we invest in long-term relationships with
our clients through exceptional, personalised service and
long-term value creation.
INVESTMENT MANAGEMENT
We provide an open architecture to structure the most appropriate, cost-effective and administratively efficient portfolios to meet our clients’ investment needs:
- Local and offshore equity collective investment schemes and segregated portfolios
- Local and offshore multi-managed portfolios
Our Views
Market Synopsis – April 2025
A weak economy often needs one final shock to push it over the edge. In the case of the US economy, we believe that Trump’s tariffs, and the ensuing trade war, might just represent such a shock.
Market Synopsis – March 2025
Over the past decade European equity returns have lagged the US as the region’s economy failed to keep pace with US growth. Now though, many of the headwinds that have hobbled Europe over the past decade are ebbing. With valuations reflecting pessimism, just a moderate improvement in growth could be all that is required for a medium term turn around in European equity prices.
Market Synopsis – February 2025
Just last weekend Trump kicked off his second trade war by announcing 25% tariffs on Canada and Mexico, and a more modest 10% on China and Canadian energy. While the timing and implementation of these tariffs remains uncertain, one thing is for sure, if they are implemented unchanged they will raise the effective US tariff rate to levels not seen since 1946.