Established 1996
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Peace of mind
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Open Collaboration
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Comprehensive Transparency
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Value Driven Adaptability
our foundations
Peace of mind
Our purpose is to provide peace of mind. We do this by creating and maintaining local and offshore investment portfolios that are wealth-enhancing and sustainable over the long term. It is our imperative to make financially sound investments in sound companies. We do this by being disciplined in our adherence to our belief in business value. This discipline and belief provides our clients with a margin of safety against risk because it is our intention to never overpay for an investment. We want our clients to be able live their lives without any worries about the management of their wealth and to do this we are dedicated to providing the best service possible.
Open collaboration
We take advantage of our team’s varied knowledge and experience and undertake independent research following our core principles to make sound investment decisions. We believe bringing together different individuals, skills and trusted service providers gives us the best foundation to provide our clients with reliable and decisive investment management. Collaboration enables us to open up new solutions and opportunities for our clients. We appreciate feedback and involvement from our clients as it aids us in knowing how best to serve them.
comprehensive transparency
We are committed to giving our clients full disclosure and making sure that they understand how their investments and our company work. We endeavour to be available and our doors are always open to you. Come meet us. Our investment processes and practices are open to you for examination and we appreciate the chance to show you how we work.
value driven adaptability
We know that different clients have different needs and expectations. This influences how we apply our approach to their investments. We respond to these differences by tailoring our investment approach so that we can ensure that our clients can more than beat the cost of capital. We believe that by providing our clients bespoke investment management we can help them achieve financial security and independence. We feel that there is always room for improvement and we are working continually to make sure our clients receive the best from us.
ABOUT US
Value Portfolio Managers (Pty) Ltd (FSP 635) was established in 1996 by Gaston Antelme, Sylvio Lefebvre, Osi Marucchi and Frank Payne as a niche professional practice specialising in wealth building solutions for private and institutional clients. We are independently owned and managed and have built a formidable reputation for our focused and disciplined approach to sustainable wealth accumulation and preservation over the long term. Our reputation is backed by our successful performance record.
Over the years the solutions and services the company has offered have grown and now Value Portfolio Managers is evolving into a niche South African international player. Our vision for the future is at the forefront of our minds and we are cultivating our new generation of talented professionals. We are committed to ensuring that our clients continue to receive improved service and tailored investment solutions and management. Come meet us →
invest 
purchase (
) whose usefulness will repay the cost.
SOLUTIONS
Different people have different needs to which we respond by applying our investment approach appropriately. Our core focus is on segregated portfolio management whereby we seek to build successful investment portfolios that are tailored to your needs making use of local as well as offshore opportunities. We also provide more structured solutions for that may be better suited to your investment, retirement, or life needs. Please explore below to see if we can help you find your solution.
let's find your solution
explore some of our solutions
OUR METHODOLOGY
the value approach to investment
At Value Portfolio Managers we believe that our approach to investment is distinctive. It is founded in the pursuit of value. We know the difference between a good investment at a discount, a share that is simply cheap, and a popular investment that is overpriced. We also have the conviction in our pursuit of value to act on the knowledge of this difference even in the face of uncertain or exuberant market sentiment. We favour consistent and sustainable return over opportunistic return and seek out companies and investments that will provide our clients with this return. The companies we invest in must show sustainable growth in earnings, high cash flows and dividends, proven management, and lower levels of operational and financial risk. Price is our most crucial element of control and we ensure that the investments of our clients are held at favourable valuations relative to economic, financial and operational realities.
We believe that a good investment is the purchase of something whose usefulness will more than repay the cost. Therefore, we want our clients to have investments that are able to beat the cost of capital and maximise their future value. Discuss your portfolio with us →
UNIQUE EXPERIENCES
the committed private investor
This portfolio is a prime example of how an investor's long-term commitment to our approach has created financial independence for himself and his family. Starting in 1999 with pension capital, it has performed well above purchasing power or above its Inflation +4% target return ever since. Read more →
Tactical asset allocation
Value invested relative to cost of living
the consistent appreciation builder
This portfolio was built to provide for large future outlays that current income cannot cover — with a strong emphasis on both preserving and growing capital. Since coming under our management in 2000, none of the capital has been lost while appreciation has been maintained near the target return. Read more →
Tactical asset allocation
Value invested relative to cost of living
the offshore investor
In recent times exchange controls in South Africa have relaxed and this has made offshore investment for individuals and pension funds a viable opportunity. Value Portfolio Managers recognised this opportunity for our clients and explored how direct investment offshore could best be made possible. Direct investment into international shares offers our clients the opportunity to grow their portfolio with a specific focus on selected offshore investment opportunities. Read more →
Unit Price
Performance versus inflation
Value Portfolio Managers (Pty) Ltd is an Authorised Financial Services Provider. FSP Number 635.
Team
At Value Portfolio Managers we make use of our team's varied and extensive experience to make sure that our clients receive the best from us. We have a professional staff of 12 with different skills and areas of expertise all cultivated towards providing our clients with reliable service and comprehensive portfolio and investment management. We have effective leadership in our directors and use their guidance and experience to build and train the next generation of valued team members.