Some information about how SRM approaches investments and money management.
Present & Our Investment decisions premised upon core beliefs:
Real value is created through a long term investing approach
Adhering to a multi-faceted process to evaluate asset classes and underlying instruments within our investable universe.
Consistent application of our investment philosophy
Adhering to a multi-faceted process to evaluate asset classes and underlying instruments
(funds and equities) within our investable universe. This process incorporates Fundamental analysis,
Quantitative analysis, Qualitative analysis and Technical analysis.
Believing that continuous superior returns are found through setting well-defined
risk parameters relative to asset allocation and performance parameters.
In safe hands
Utilizing a disciplined, repeatable process to ensure consistent application of our investment philosophy.
Believing effective portfolio construction balances the return with the risk
The investment philosophy is designed to minimize risk and enhance returns over the long-term
The firm's disciplined process ensures that each solution is aligned with the overall philosophy.
The team interact daily and meet formally on a regular basis to review strategies and assess all
factors affecting individual portfolios. SRM Financial Brokers constantly reviews the global economic
situation, world financial markets and performance of individual sectors and instruments.
is 100% black owned, founded in 1997 by Sam Matjeke who has over 30 years industry experience.