Investment Philosophy

Our Approach

At Quantum Wealth Management, we specialize in delivering inflation-beating, consistent returns while minimizing risk through multi-managed funds. Our expertise in investment and management safeguards against the cyclical nature of financial markets. With continuous monitoring and strategic adjustments, we remain committed to achieving optimal results for our clients.

Inflation-Beating Returns

A client’s primary goal when investing should be to achieve returns that outpace inflation, as inflation gradually erodes the future purchasing power of capital. To safeguard and grow wealth, we employ an active asset allocation strategy designed to deliver returns that keep pace with the evolving inflationary landscape.

Risk Minimization

We define risk as the permanent loss of capital. To mitigate this, we manage risk through strategic diversification across asset classes, asset managers, and investment styles, providing a robust foundation for long-term stability and growth.

Consistent Returns

Various investment styles generate alpha (outperformance) across different time frames and market conditions. By combining a balanced mix of these styles and skills, we build resilience against the cyclical nature of financial markets, aiming to protect and enhance returns over the long term.

At QWM, our investment principles are built with our clients' perspectives at the forefront. Each fund is carefully aligned with our clients’ unique goals, ensuring a personalized approach to achieving their financial aspirations.

Multi-Management

Investment Process

The following flow chart depicts the QWM investment process:

Investment Objective

QWM’s origins in financial planning have fostered a deep understanding of our clients’ perspectives and behaviours around their investments. Our frequent, meaningful interactions provide valuable insights that enhance our ability to serve and support each client’s unique financial journey.

By combining the insights gained through financial planning with proven investment science, we strive to deliver consistent, inflation-beating returns while minimizing risk for our clients.

Investment Commitee

Corion Capital

Corion Capital is an independent investment management and consulting firm that serves as Quantum's external advisor on our investment committee. Their team brings over ten years of collective experience in investment consulting and multi-manager investment management. The team includes two actuaries, along with several CFA charterholders and candidates, providing a depth of expertise to support our investment decisions.

FC Greeff - B.Com

FC began his financial services career in 1994 as a pension fund trustee and principal officer for a corporate pension fund. In 1997, he founded his own financial services practice and management consultancy firm, offering a range of services to both individuals and corporations. These services included management and labour relations consulting, independent principal officer services, retirement fund and investment consulting, and financial planning. FC has also served on numerous investment committees and boards of trustees. Since 2002, he has been a portfolio manager at Quantum Wealth Management (QWM), bringing a wealth of experience to the firm.

Dr. Theo van der Lingen

Theo brings extensive experience in the financial markets to his role. Before transitioning into asset management, he served as an Econometrist at the Central Economic Advisory Service, where he gained valuable insights into economic analysis. Theo then joined PSG as a Senior Researcher, further developing his expertise, before advancing to become a Portfolio Manager at PSG Alphen Asset Management. With 21 years of experience in investment research and management, Theo has a proven track record of delivering strong results and strategic insights in the investment industry.

Alicia de Clerk - B.Com (Hons) Investment Management, CFP®

Alicia began her financial services career in January 2013 as a Junior Financial Planner at PSG Konsult, where she gained a solid foundation in financial planning and client relationships. She joined Quantum Wealth Management in September 2013 as an Investment Analyst, bringing her expertise in investment analysis to the team. In 2014, Alicia’s role expanded to include financial planning for clients, enabling her to provide a comprehensive approach to wealth management. As an Investment Analyst, Alicia is responsible for the day-to-day management and monitoring of our multi-manager portfolios. She conducts both quantitative and qualitative research on funds and managers, ensuring that investment decisions align with our clients’ objectives. Alicia also plays an active role in Quantum’s Investment Committee, where she shares valuable insights that influence the firm’s strategic direction. With her strong analytical background and client-focused approach, Alicia helps drive the firm’s success in delivering tailored investment strategies.

Stefan Greeff - B.Com (Hons) Investment Management

Stefan completed his BCom studies at the University of Pretoria in 2015, laying the foundation for a strong career in finance. He furthered his academic journey by completing a BCom Honours degree in Investment Management in 2016, deepening his expertise in the field. Since joining Quantum Wealth Management, Stefan has taken on the vital role of Investment Analyst, where he is responsible for the day-to-day management and monitoring of our multi-manager portfolios. His duties encompass both quantitative and qualitative research, analyzing a diverse range of funds and managers to ensure optimal investment decisions. Stefan’s keen analytical skills and thorough research methodology play a key role in maintaining the performance and integrity of our investment strategies.