Quantamental Investment Management
About Us
Quantvista Strategies is a South African–based investment management business focused on actively managed listed-equity portfolios using a proprietary quantitative and fundamental — “quantamental” — investment approach.
The firm seeks to generate consistent risk-adjusted returns through a disciplined, research-driven process that identifies short-term market inefficiencies, behavioural overreactions, liquidity-driven dislocations, and temporary pricing anomalies in fundamentally sound listed companies.
We combine quantitative market analysis, statistical modelling, portfolio risk management, and fundamental company research to construct and actively manage tactical portfolios — emphasising disciplined execution, liquidity management, capital preservation, and continuous refinement of proprietary methodologies.
Investment Approach
Investment Philosophy
Quantvista’s philosophy is founded on the view that financial markets periodically exhibit behavioural inefficiencies, short-term overreactions, liquidity distortions, and temporary pricing dislocations that may create tactical investment opportunities.
Investment Strategy
The strategy seeks to systematically identify and exploit these inefficiencies through a repeatable and disciplined investment process combining:
- Quantitative and statistical market analysis
- Liquidity, volatility, and risk management
- Fundamental company assessment and screening
- Tactical portfolio construction and trade execution
- Disciplined use of leverage and margin exposure where appropriate
Fundamental Overlay
Trading opportunities are further refined through fundamental and qualitative analysis, including assessment of earnings quality, balance-sheet strength, valuation, sector positioning, market outlook, and company-specific risks.
Active Portfolio Management
Positions are actively monitored and managed using predefined:
- 01Entry and exit frameworks
- 02Risk limits
- 03Position sizing rules
- 04Liquidity thresholds
- 05Exposure controls
Investment Structure
Quantvista operates through Segregated Separately Managed Accounts (SMAs) rather than a pooled hedge fund structure. Each client account remains legally segregated and attributable to the individual investor, while all portfolios are managed according to the same Quantvista investment strategy and mandate framework.
Risk Management
Risk management is a core component of Quantvista’s investment process, incorporating disciplined position sizing, diversification controls, liquidity filtering, continuous market monitoring, and active management of leverage and portfolio exposure — including tactical risk reduction during adverse conditions.
While the strategy is designed to manage and mitigate downside risk, losses may still occur, particularly during periods of heightened market stress or abnormal market conditions.
Governance and Operating Principles
Quantvista is committed to disciplined investment execution, ethical conduct, confidentiality, transparency, and the continuous refinement of its investment methodologies — building long-term client relationships founded on professionalism, trust, and aligned investment outcomes.
Fees
Quantvista operates a performance-aligned fee structure intended to align the interests of the Investment Manager with those of investors.
Quantvista does not charge management or basic fees.
A 20% performance fee on net profits generated above the applicable High-Water Mark is charged.
Performance fees are only charged on new net profits above the investor’s previous highest portfolio value after fees. This ensures investors are not charged performance fees more than once on the same recovery in portfolio value.