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Robert Falcon Scott Strategy

Emperor Asset Management’s Robert Falcon Scott investment strategy, has a name that reflects not only the determination, courage, focus and achievements of one of the world’s most famous polar explorers, but also his pioneering methods and his determination to increase our understanding of previously unknown territory. When Scott and his companions trekked across Antarctica to reach a record latitude of 81º 17’ S, they came to within 800 km of the Pole, further south than any previous attempt.

Our logo, the Emperor Penguin, is the symbol of dependability, focus, resilience and courage. Characteristics which we believe are needed to successfully sustain performance year after year, even in the most challenging of environments.

Our investment strategy

The Robert Falcon Scott strategy is based on a long-short equity algorithm – based quantitative strategy focusing on 140 of the most liquid JSE shares utilizing CFD’s with maximum 2 times leverage limits determined by the client’s risk profile.Back to Top

Our monthly statements include:

  • Position
  • Initial and closing prices
  • P & L movement
  • Margin requirement
  • The net equity of each share in your portfolio
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Investments and dividends

With our Robert Falcon Scott strategy, you can choose to receive a monthly income from the cash and dividend component of your investment. You can also choose to re-invest this income into your portfolio, compounding the growth of your capital.

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Portfolio reviews

Every two to three months we review our portfolios, and while maintaining a balance across sectors, we respond in the following ways to the analysis:

  • Position changes are made
  • Lowest ranking shares are sold and top-ranking shares are bought (If applicable)
  • Overweight positions are reduced
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Our individualised approach challenges the market.

Our bespoke investment solution provides you with:

  • Tax-free income while capital grows over the long term
  • Above-market returns
  • Performance aligned incentives
  • Leveraged market access
  • Effective risk management
  • Performance fee is never re-set as it follows a quantitative smoothing formula
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We don't believe in a one size fits all approach.

In delivering extraordinary investment returns, our strategy gives you:

  • An investment solution that adapts to your risk and return requirements
  • A review of your portfolio every two to three months
  • Access to a proprietary set of investment algorithms and analysis to guide your strategy
  • A model portfolio allocation to uniquely match your stock preferences
  • Effective management of and access to the cash component of your portfolio
  • The ability to adjust your level of gearing in response to the market
  • Tailored gearing to meet your risk appetite
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