Having spent the last few years working hard to build our UK proposition, it’s extremely gratifying to find out that we had won three awards at the Citywire Performance Awards 2018. It’s was announced in September that we had made it to the final five for the Growth Award, Aggressive Award, and the Best Small Firm, it was a great feeling to have made the shortlist and won, it underscores our confidence in our investment strategy and business model.

Performance validates the methodology

The investment methodology we use in the UK is similar to that used in other markets, namely South Africa and Europe.

PortfolioMetrix has been running money in South Africa for two years longer than here in the UK. While the portfolios constructed in each region look totally different in terms of the asset allocations and funds selected, the end results are similar – we are generating market leading returns.

Marketing leading returns

Last week (18 September), Brandon Zietsman, PortfolioMetrix CEO and Head of Investments, attended the Alexander Forbes IFA Symposium in South Africa where he took to the stage to take part in a discussion billed as ‘Battle of the DFMs’

At the symposium, the organisers shared results from a number of firms, canvassing both low equity and high equity portfolios over a three and a five-year period. Gratifyingly, PortfolioMetrix was the only DFM present that had first quartile performance across the board. This must have been very satisfying for Brandon to have the evidence of so many years of hard work projected to the audience and it serves as vindication of the robustness of the investment strategy that forms the bedrock of our global business. The only regret is that the numbers didn’t also reflect risk-adjusted performance, where the statement would have been even more emphatic.

Please keep your fingers crossed for us and the UK awards…and watch this space for news!

*Update* We won! Time to crack open the Champagne