CREATING WEALTH &
PRESERVING CAPITAL

Our Services

Investment
Management

Investment Philosophy

Dotport is an active investment manager, biased towards the value-investment style, with the aim to provide absolute returns regardless of market conditions.

Investment Process

Dotport follows a top-down (fundamental) process. A detailed macro-economic analysis is performed on a monthly basis, concentrating on local as well as global economic factors which influence the possible returns of the different asset classes. The outcome of this analysis determines the optimal asset allocation of investments. The investable universe of unit trusts are ranked by a proprietary quantitative ranking model, which enables Dotport to construct a portfolio of fund of funds,

Financial
Planning

The development of a personal financial plan, incorporating your current lifestyle and goals. More specifically, our services include the following:
  • Risk planning (death, disability, critical illness & income protection)
  • Retirement planning
  • Estate planning
  • Investment planning
  • Medical schemes
Our commitment to our clients ensure that they achieve their lifestyle goals through financial independence.

WE CARE