This allows capital allocators to use High Street as an offshore sleeve and manage their client portfolio’s Rand-hedge exposure in alignment with their own currency views.”
Almost every blurb about HSAM starts with ‘Offshore & Rand-hedged focused asset manager, based in South Africa.’ Choosing to organise the business around this offshore focus wasn’t a snap decision but rather a conclusion derived after decades in the industry & growing conviction.
This focus on high-quality market leaders, combined with strategic asset diversification and active hedging, allows us to meet our mandate of mitigating downside risk while targeting long-term, risk-adjusted returns.”
What makes a holding high quality? If you ask High Street Research Analyst, @JarredBreen, the answer is 'market leaders who are able to drive performance, despite market volatility.'
We asked him to bring this to life by speaking to the High Street Global Balanced Fund.