Ninety One North America, Inc.
Ninety One North America, Inc. is an SEC-registered investment adviser and wholly-owned subsidiary of Ninety One International Limited, itself part of the dual-listed Ninety One group (Ninety One Plc and Ninety One Ltd), with a principal office in New York, NY. Originally established in 1991 (as Investec Asset Management before rebranding), the firm has about 67 employees and provides asset management and sub-advisory services to institutional clients and investment funds, specializing in global equities and multi-asset strategies. The firm leverages its global affiliate platform and serves both North American and international investors.
Investment Strategy
Ninety One North America focuses on high-conviction, quality-driven active investment approaches across global equities and multi-asset strategies. Its philosophy emphasizes selecting securities of companies with strong global brands, sustainable business models, healthy balance sheets, and durable competitive advantages. The firm invests with a long-term growth perspective and seeks resilient capital appreciation for institutional and fund clients, using fundamental, bottom-up research and a disciplined risk management approach.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V V | Visa Inc | 6.88% | $147.5M | 431,985 | $251.82 | $341.38 | -$6.5M |
M MSFT | Microsoft Corp | 6.61% | $141.8M | 273,804 | $309.11 | $517.95 | +$4.9M |
P PM | Philip Morris International Inc | 5.25% | $112.7M | 694,699 | $102.70 | $162.20 | -$13.6M |
A ADSK | Autodesk Inc | 4.39% | $94.1M | 296,108 | $263.98 | $317.67 | +$3.4M |
G GOOGL | Alphabet Inc | 4.24% | $90.9M | 373,856 | $136.77 | $243.10 | +$25.0M |