Who we are
Perpetua is an independent, owner-managed boutique investment management firm.
We strive for excellence in performance, conduct and engagement and operate out of a purpose-driven culture.
We consistently employ a long-term investment philosophy that is sound, unwavering and that doesn’t follow the crowd.
Our investment process is rigorous, repeatable and pragmatic.
We will always remain true to who we are through being
Perpetua is derived from the Latin word “perpetuus” meaning “continuous”, “enduring” and “lasting”. Like our name, our brand mark itself is unending and in a state of continuous, repetitive motion. This talks to our long-term, repeatable and steadfast investment approach.
How we invest
We are disciplined value investors.
This approach is designed to preserve capital and generate excellent investment returns over the long-term.
Our investment philosophy is centred on the bottom-up, fundamental research of companies.
We seek out mispriced, undervalued companies and invest with a long-term and patient view.
Our investment process ensures we invest according to the convictions of our research, not to benchmarks.
We are concerned with doing what is right for the long-term, not simply what is popular for now.
Meet the people
Perpetua is a team of experienced, committed and focused people.
The entire team has gained the majority of their individual experience in the investments industry. While we believe strongly in individual accountability, we also understand the benefits of a collaborative team-based mindset with a shared commitment to professionalism and excellence in all we set out to do.
Insights and Latest News
Below you will find a selection of our latest insights, views, news and opinions. If you enjoy the content, please make sure you sign-up for our newsletter.
In a world where now is ‘short term’, tomorrow is ‘medium term’ and last week is ancient history; we aspire to offer our clients a long-lasting, reliable and stable home for their money.
If you are interested in finding more about our firm; our investment capabilities; our funds or possible career opportunities, please make contact with us.
We look forward to hearing from you.