About Centre

FUNDAMENTALLY DRIVEN ACTIVE ASSET MANAGER

Centre Asset Management, LLC is a fundamentally-driven specialist active asset manager and began operating in 2006. In 2010, Centre entered into a strategic partnership with Sanlam, a worldwide financial services group listed on the Johannesburg Stock Exchange, resulting in Sanlam making an equity investment into the firm. Centre is an independently operated investment partner within Sanlam's Investments Management cluster, which is an investment management business managing and advising on approximately $79 billion in assets through a range of funds and segregated accounts that span the asset class spectrum, delivered in a global, diversified multi-boutique framework.

Centre is designed to combine the benefits of a boutique, entrepreneurial investment culture with the associated economies of scale from the distribution and operational support from its large Group investor and other strategic partners around the world. Sanlam is a leading financial services group, with offices across the world including business interests throughout Africa, Europe, India, USA, and Australia, employing approximately 13,000 staff.

Centre Asset Management manages differentiated products in our fund advisory and sub-advisory mandates in institutional and investor share classes accessible in multiple jurisdictions and currencies. Our approach to fundamental security selection is rooted in our differentiated Economic Value Added (EVA) based investment analysis which is the competitive edge that yields a more accurate picture of intrinsic value; what we call “Investment Research through a Different Prism”. Our experience within a disciplined economic profit framework focuses on the fundamentals of wealth creation/wealth destruction akin to the way a traditional, long-term focused corporate investor looking at all aspects of the business (operating condition, risk profile and valuation) would assess it. Many of the analytical foundations in our investment approach have been articulated in books and papers written or contributed to by Centre's founder, James Abate, some of which were adopted by the CFA Institute® candidate study programs. In the shorter-term, market excursions from reality of corporate managements' ability to create or destroy wealth during a company's profit cycle provide investable opportunities. Our approach intends to capture excess returns once the stock mispricing converges with the company's true intrinsic value over time.