Excelsia Capital is an independent owner-managed investment management company founded in 2016. The team has grown to include professionals with over 100 years of combined experience. Our mission is excellence in investment management which pivots on performance, people, and client service. This is achieved through consistent application of our investment philosophy and process, and enhanced through our team diversity. We ensure transparency in everything we do and have built trusted long-term partnerships with our clients and service providers. As an active investment manager with a fundamental valuation-driven investment philosophy, our core belief is that markets are not efficient in the short term, and move in cycles from fear to greed, and back again – this creates opportunities for long-term investors. Our strategies offered include Core and Aggressive SA Equity, Domestic Balanced, Global Balanced and Global Equity.

The guiding principle of our investment philosophy is that we are buying a business and not a stock. This focuses our minds on thinking long term and assessing the key variables that drive value for a business. We are interested in buying businesses that we believe are selling at a discount to our assessment of their intrinsic value. We use multiple valuation methodologies to determine the value of a business. Normalisation of earnings is a key part of understanding business cycles and fair value. We also account for probability of outcomes around intrinsic value and possible time frames over which such value can be unlocked. Included in the valuation process are both quantitative and qualitative factors to help evaluate the key revenue drivers of the business, its risks/rewards, and the industry dynamics in which the business operates.