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. We use active asset allocation to help safeguard and grow wealth.
Risk Minimisation
We define risk as the permanent loss of capital and manage it through diversification across asset classes, managers and investment styles.
Consistent Returns
We combine a balanced mix of investment styles and skills to build resilience against changing market conditions.
Multi-Management
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 personalised approach to achieving their financial aspirations.
Investment Process
The following flow illustrates 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 each client’s unique financial journey.
By combining insights gained through financial planning with proven investment science, we strive to deliver consistent, inflation-beating returns while minimising risk.
Investment Committee
Corion Capital
Corion Capital is an independent investment management and consulting firm that serves as Quantum's external adviser on our investment committee. Their team includes actuaries, CFA charterholders and candidates, providing 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. In 1997, he founded his own financial-services practice and management consultancy. Since 2002, he has been a portfolio manager at QWM.
Dr. Theo van der Lingen
Theo brings extensive experience in financial markets. Before transitioning into asset management, he served as an Econometrist at the Central Economic Advisory Service, then joined PSG as a Senior Researcher and later became a Portfolio Manager at PSG Alphen Asset Management.
Alicia de Clerk — B.Com (Hons) Investment Management, CFP®
Alicia began her financial-services career in 2013 and joined QWM later that year as an Investment Analyst. Her role includes day-to-day management and monitoring of the multi-manager portfolios, quantitative and qualitative research, financial planning and participation in the Investment Committee.
Stefan Greeff — B.Com (Hons) Investment Management
Stefan completed his BCom and Honours in Investment Management at the University of Pretoria. As Investment Analyst, he is responsible for daily management and monitoring of multi-manager portfolios and quantitative and qualitative research across funds and managers.