Why Invexus?

Investing in a Invexus plan starts with the question 'Why invest in global equities?'.

The Invexus approach

Worthwhile companies to own for the long term will generally possess some form of Warren Buffett’s fabled ‘economic moat'

As an active investor, we believe that successful investing is about finding, and owning for the long term, companies that can generate excess returns for years to come. We do not look for stocks that might come into short-term favour on stock markets.

The worthwhile companies to own for the long term will generally possess some form of Warren Buffett’s fabled ‘economic moat’. This term is how Buffett describes a company’s sustainable advantage over competitors that enable a business to earn superior returns that are well above the cost of capital. The pick of these high-quality companies can expand their businesses in the same profitable fashion.

We seek to own such stocks and let compound returns work their magic over time. Even a return on capital that is just a few percentage points higher than that delivered by competitors will create vastly more shareholder value as years go by.

Our investment team seeks to find such stocks by conducting company analysis that we like to think is ‘an inch wide and a mile deep’.

On top of that, we conduct macroeconomic analysis and risk management to construct a portfolio that aims to generate attractive returns over the medium to long-term. Importantly, we seek to invest in a way that reduces the risk of permanent capital loss.

Since we started, our award-winning and highly rated global and infrastructure strategies have delivered attractive returns for clients.


Learn more about our strategy


Why global investing?

By having limited exposure to global equities, investors are restricting their investment opportunities.

A key question for many investors is whether or not they should have the vast majority of their equity investments shares when 97% of the world’s listed companies are found overseas.

Clearly, by having limited exposure to global equities, investors are restricting their investment opportunities. To benefit from the key investment trends that are likely to prevail over the next decade and beyond, we believe investors will need to boost their exposure to global businesses. Some of the key trends that we expect to be powerful forces in the years ahead include cloud computing, digital platforms, e-commerce, the cashless economy, the reach of global brands, the Chinese consumer, driverless cars, healthcare for an ageing population and artificial intelligence.