Futurewealth Portfolio Management

We aim* to double your money during any given 5-year period. At Futurewealth, we can think of nothing better than applying our minds to wealth creation. We invite you to partner with us as we continue this journey we feel so passionate about. Investment Philosophy At Futurewealth, we don’t expect to entertain a hundred great investing ideas because we don’t think there are a hundred superior businesses on our stock exchange. For this reason, our portfolio will hardly ever contain more than 15 shares. This is called focus investing. The small number of shares that will be in our portfolio at any given point in time is not without diversification benefit; but this benefit is bound to be substantially less than a portfolio containing many more holdings (30+). In other words, the ride to our investment destination is going to be bumpy (volatile), but the reward for those that can bear this volatility should be fantastic. When you most “feel” like taking money out of the portfolio will probably coincide with the very best time to add more money to it; the most difficult part of investing is not the intellectual part, it is the “feeling” part.

Address: Global House 3rd Floor, 28 Sturdee Avenue, Rosebank, 2196 South Africa

Phone: +27 11 447 5220
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