INVESTEC: SHOULD QUALITY COMPANY GROWTH BE HIGHLY VALUED IN TODAY’S ABNORMAL CYCLE? OCTOBER 2015
Clyde Rossouw, an Actuary, and CFA Charter holder, is the portfolio manager responsible for leading the “quality” boutique at Investec Asset Management.
Clyde was appointed to run the Investec Opportunity Fund in 2003 after which he was appointed as portfolio manager to the Investec Cautious Managed Fund. In our view, Clyde is best described as asset management’s “safe pair of hands”, and here he provides us with his view on how he invests in today’s low growth environment.
In December 2008, as the world was gripped by the onset of the great recession, US 10 year bond yields fell to 2.12%, a low not seen for more than 70 years.