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 – June 2026
Markets are increasingly pricing in a benign outcome for both inflation and geopolitics, even as the appointment of Kevin Warsh could mark the most significant shift in Federal Reserve thinking since the Global Financial Crisis. At the same time, unresolved risks surrounding the Strait of Hormuz and signs of an AI-driven earnings bubble raise questions about whether today’s market optimism is mistaking a fragile foundation as simply tail risk.
Market Synopsis – May 2026
The AI trade has regained momentum following a major shift in its demand structure. The focus has increasingly moved away from model training and toward agentic AI inference, where systems continuously plan, execute tasks, and reference prior context autonomously. This process is substantially more compute-intensive, driving renewed demand for GPUs, HBM memory, and data-centre infrastructure. The rewritten thesis thus deserves an updated review of the bubble talk.
Market Synopsis – April 2026
Following the ceasefire in the Iranian conflict, markets are attempting to distinguish between what shocks were temporary and what may prove more structural. The Strait of Hormuz still remains severely disrupted, leaving oil markets highly sensitive to any setback in negotiations.
While equities quickly spiked on the news, and oil fell, this move seems to disregard any of the risk that still remains regarding the sustainability of the ceasefire, and the damage that has already been done. This, alongside the recent sentiment decline in AI-related equity valuations, is beginning to grow concern regarding what the dual pressure of household wealth and near-term inflation could mean for the US economy.