Ninety One SA (pty) LTD
Ninety One SA (Pty) Ltd is the South African operating arm of Ninety One Limited, a global asset management firm founded in 1991 and headquartered in Cape Town and London. The firm employs roughly 1,174 staff across 21 offices in 14 countries. Serving institutional and advisor clients worldwide, Ninety One develops and manages active investment strategies across all major asset classes.
Investment Strategy
Ninety One pursues an active, specialist, and outcomes-oriented investment approach across global equities, fixed income (with a particular focus on emerging markets), multi-asset, and alternative strategies. Investment teams are organized by skillset—4Factor, Quality, Value, Fixed Income, and Alternatives—each with a distinct philosophy and operational autonomy. The firm aims to generate long-term sustainable results by combining detailed research, risk management, and a culture of ownership and accountability. ESG considerations and global integration support their strategy, with a strong presence in both developed and emerging markets.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 10.29% | $70.7M | 136,698 | $387.98 | $517.95 | +$23.9M |
B BRK-A | Berkshire Hathaway Inc | 9.93% | $68.2M | 91 | $204850.00 | $754200.00 | +$1.7M |
G GOOGL | Alphabet Inc | 4.61% | $31.7M | 130,766 | $149.34 | $243.10 | +$9.7M |
N NVDA | NVIDIA Corp | 4.30% | $29.6M | 158,404 | $123.91 | $186.58 | +$9.2M |
B BKNG | Booking Holdings Inc | 3.67% | $25.2M | 4,663 | $4508.71 | $5399.27 | -$338.1K |