Curate handpicked exceptional global investment managers to deliver for you
By: Ray Mhere, CEO of Curate Investments
Curate Investments is redefining what it means to access world-class opportunities for investors by partnering with four top-tier global equity investment managers. We researched investment managers across the world to find the people we believe are most suited to deliver on what you require. With our disciplined and rigorous selection process, we handpicked the best people who we believe are best suited to look after your money.
When finding managers, we look beyond the numbers. Our team of experts has years of experience in picking top-performing managers and knows where to find outstanding skills. But, for our investors, we want more than that. That is why we have handpicked not just great investment managers, but extraordinary people who we can confidently say you can trust with your money.
The quality of what we do comes from the quality of the people we choose to partner with. We bring you access to exceptional people renowned for their successful and differentiated investment strategies at Robeco, Evenlode Investment Management, Jennison Associates and Lyrical Asset Management. For the first time in South Africa, you now have access to managers who you did not have access to before – exclusive to Curate.
A good curator selects only the best.
At Curate, we handpick the best people to look after your money.
That is the art of investing.
Curate Investments (Pty) Ltd is an authorised financial services provider (FSP No. 53549). Registration number 2023/747232/07.
Through these managers, our five global equity funds are designed to provide unique attributes to a globally diversified portfolio. Each fund is curated to deliver on specific investor needs. Our aim is to provide you with a distinct and understandable selection of unit trust funds to meet you most important objectives.
Below are highlights of each of the global managers and the investment strategies driving the Curate global funds.
Robeco (Rotterdam, Netherlands)
- Founded in the Netherlands in 1929, Robeco is now one of Europe’s largest fund groups. With offices in 16 countries, it looks after money for investors all over the world.
- Robeco believes every investment decision must be based on thorough research that has delivered proven results. The firm is, therefore, continually researching, innovating, and developing how it invests to generate the best results for investors.
- Wilma de Groot, portfolio manager, has never lost her enthusiasm for exploring markets and trying to understand them through research. She aims to keep looking for ways to generate returns for investors.
- Robeco manages two Curate funds, namely the Curate Global Emerging Markets Equity Fund and the Curate Global Sustainable Equity Fund. Both funds are also available as feeder funds. These funds turned five-years old on 1 March and 1 May 2025 respectively, and outperformed the MSCI EM Index and MSCI World Index, respectively, as well as their respective peer groups.
Evenlode Investment Management (West Oxfordshire, UK)
- Working out of a converted barn in West Oxfordshire, Evenlode is a fund management company that has always done things differently. The firm was founded in 2009 and is dedicated to a single style of investing that looks to identify exceptional companies with strong competitive advantages that will persist into the future.
- Evenlode has developed a unique information technology system to support investment decision-making and ensures that it isn’t reliant on any one individual. Through discipline and consistency, the firm’s goal is to ensure that its investors never get any surprises.
- Portfolio manager, Chris Elliott, relishes working at a growing investment manager, where there is a clear focus on making sure investors are always comfortable with their investments by communicating clearly and managing downside risks.
- Evenlode manages the Curate Global Quality Equity Fund.
Jennison Associates (Boston, USA)
- With a track record dating back to 1969, Jennison Associates is a global asset manager. It runs a specialist range of funds, focused on finding the best companies in growing industries.
- The firm is focused on consistently identifying innovation and disruptive ideas that will drive growth. It prizes thought, considered risk-taking, and delivering outperformance for investors.
- Mark Baribeau, Jennison’s head of global equity, believes the best way to find consistent growth is by staying focused on companies that are making a positive difference to people.
- Jennison manages the Curate Global Growth Equity Fund.
Lyrical Asset Management (New York, USA)
- Founded by two long-term friends, New York-based Lyrical Asset Management is a specialist boutique firm that focuses only on one way of managing money. Through carefully analysing only the cheapest 20% of shares across the world, Lyrical’s aim is to find the Gems Amid the Junk™.
- The firm’s carefully constructed strategy has been used since 1996, with the purpose of unearthing good quality companies that are temporarily undervalued. It invests only in businesses with low levels of debt, high returns on capital and business models that it is confident it can understand.
- Portfolio manager, John Mullins, believes that when you are managing money, the quality of your ideas directly affects the outcomes investors see.
- Lyrical manages the Curate Global Value Equity Fund.
We give you the comfort of knowing we handpicked top investment managers for each of our funds, so you do not have the hassle of choosing between hundreds of funds. Our comprehensive fund range provides you with the strategies you need to meet your goals. We treat our investors as real people, by being transparent and straightforward in all we say and do.
For more information on our funds and managers, please contact one of our fund specialists or visit curateinvest.co.za.
Curate Investments (Pty) Ltd is an authorised financial services provider (FSP No. 53549). Registration number 2023/747232/07. This document is not an offer to purchase any specific investment fund and should not to be construed as financial advice from Curate. Investors are encouraged to obtain independent professional investment advice before making investment decisions. The terms and conditions, frequently asked questions as well as the minimum disclosure document (MDD) and quarterly investor report (QIR) for each investment fund are available on curate.co.za.