Partners in wealth creation

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.

(* Due to the nature of the share market, this return objective cannot be guaranteed)

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.

Modus Operandi

Futurewealth is currently in the business of buying fractional ownership stakes (shares) in JSE-listed companies. In future, as we accumulate sufficient capital, Futurewealth will buy entire businesses as well. Buying quality businesses that earn substantial sustainable rates of return on capital employed higher than the cost of said capital is the best way of creating prosperity. The essence of the plan is as follows:

Futurewealth-Homepage-icon1

PURCHASE

Futurewealth will buy quality businesses or shares in them at a price that does not imply their greatness and then sell them as a distracted market recognizes their superior economics.

Futurewealth-Homepage-icon2

REPEAT

The purchase of quality businesses or shares is repeated.

Futurewealth-Homepage-icon3

FOCUS

We have a particular fondness for small or medium-sized enterprises as:
  1. They are often ignored by professional investors for institutional reasons
  2. All else equal, they are able to grow faster than their larger cousins
  3. All great large or enormous companies were once small. Why not find them when they are still of insignificant size?

“An investment in knowledge pays the best interest.”

Benjamin Franklin

Recent Posts