David Shapiro

Sasfin Securities is a conservative investment manager focused on capital preservation and appreciation over the long term. The firm’s investment strategy relies on asset allocation and structured portfolios. They invest in third-party funds as well as in equity, focusing on the domestic market. Sasfin Securities focuses on sectors such as industry, raw materials, and consumer goods. They look for companies with a history of strong earnings and dividend growth. Their investment process is based on in-house research and combines top-down and bottom-up approaches.

Otto 1890 incorporates a range of equity, income and multi-asset class funds designed to suit the needs of their clients. The firm’s investment philosophy includes thorough fundamental stock specific research and focused analysis of the global economic environment. Their investment process has qualitative and quantitative macro-economic analysis. They also use their in-house research for the company specific research.