Clyde is head of Quality at Investec Asset Management. He is portfolio manager with a focus on multi-asset absolute return and low volatility real return equity investing. His portfolio manager duties include our flagship Opportunity strategy that he has run since 2003 and our two equity-oriented Global Opportunity Equity and Global Franchise strategies. Clyde joined the firm in 1999, initially as an asset allocation and sector allocation strategist.
Prior to Investec Asset Management, Clyde was awarded a study bursary by Sanlam where he worked for eight years, including five years in asset management. His experience in investments there included fixed income analysis and portfolio management. Clyde graduated from the University of Cape Town with a Bachelor of Science (Statistics and Actuarial Science) degree. He was awarded the Certificates in Actuarial Techniques in 1995, and Finance and Investments in 1997 by the Institute of Actuaries in London. Clyde is a CFA Charterholder.
Title: Global Franchise: The power of Brands for long term wealth creation
Market participants have bought the "cyclical recovery" trade with bond yields rising seemingly confirming an economic recovery. This is counter to sluggish on the ground conditions in the developed world, and near term risks in the Emerging World. We continue to believe that investors should look past the macro-economic ebbs and flows and seek robust longer term free cash flow growth at fair prices, and it is these opportunities that we want to unpack in more detail...