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Perpetua is an independent,
owner-managed boutique investment management firm.

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


Disciplined value investors
Partnership and relationship focused
Steadfast
Fair to clients and employees
Honest, transparent and humble
Committed to improving the lives of our clients and employees
Focused and determined
Diverse and inclusive

Our Vision

By laying a sturdy, time-tested foundation we strive, through a disciplined and differentiated approach, to establish ourselves as a leading investment firm of the future.

If we manage to build loyalty through trusting clients and inspired staff we have succeeded.

How do we expect our clients to feel and what should they experience when they engage with us?


Integrity

Values and principles are Perpetua’s centre of gravity

Authenticity

In Perpetua, our clients will find an authentic, open and honest firm

Valued

Perpetua will always acknowledge and respect our clients.

Measured and thoughtful

Perpetua applies a disciplined, responsible investment approach in managing our clients’ money, based on doing what we believe is right even if it is not popular.

Professionalism

Perpetua operates with the utmost competency, care and skill towards our clients and their money.

Comfort

Perpetua wants to provide our clients with peace of mind and security over their financial well-being over the long term.

Perpetua Ownership

Perpetua is 100% owner-managed. *

*RMI Investment Managers has acquired an option to acquire 25% of the shareholding in Perpetua. Should RMI Investment Managers exercise their option Perpetua will be owned 75% by management and staff and 25% by RMI Investment Managers.

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