The result is clear: skilled South African managers are just as well equipped to manage international investments from Johannesburg or Cape Town as their peers in global financial centres.<\/p>\n\n\n\n
At Laurium Capital, we\u2019ve seen this first-hand.<\/p>\n\n\n\n
Decades of exposure to a complex, globally integrated South African market have built a deep understanding of global themes, business models, and sector dynamics.<\/p>\n\n\n\n
South African investors are accustomed to analysing companies that operate in multiple geographies, navigate currency volatility, and respond to global economic conditions.<\/p>\n\n\n\n
This background develops a natural global mindset\u2014one that translates seamlessly into managing offshore portfolios.<\/p>\n\n\n\n
A Global Fund, Managed with Global Insight<\/h2>\n\n\n\n
The Laurium Global Active Equity Fund, managed by industry stalwart Rob Oellermann<\/strong>, is a strong testament to this capability.<\/p>\n\n\n\n Rob brings decades of experience analysing international companies across sectors and regions, and he approaches global opportunities with high conviction and a disciplined investment process.<\/p>\n\n\n\n Despite perceptions that global markets may appear expensive, he invests with selective precision\u2014focusing on quality businesses, durable earnings profiles, and long-term value creation.<\/p>\n\n\n\n South Africa offers strong opportunities in resources, financials, and select industrials\u2014but there are natural limitations.<\/p>\n\n\n\n Investors seeking exposure to high-growth global sectors such as technology, healthcare, biotechnology<\/strong>, and advanced manufacturing<\/strong> simply won\u2019t find sufficient breadth on the JSE.<\/p>\n\n\n\n This is exactly why diversifying offshore is essential for long-term portfolio resilience and growth.<\/p>\n\n\n\n The Laurium Global Active Equity Fund provides access to these global themes while maintaining the same rigorous research DNA that defines Laurium\u2019s South African strategies.<\/p>\n\n\n\n Every investment is backed by detailed fundamental research, direct management engagement, and a deep understanding of sector dynamics\u2014regardless of where the company is listed.<\/p>\n\n\n\n Some investors may still assume that global managers have an informational advantage.<\/p>\n\n\n\n But in reality, technology has dramatically levelled the field. Today:<\/p>\n\n\n\n This has allowed South African managers with strong analytical foundations to compete head-on with global firms.<\/p>\n\n\n\n What matters most is not geography\u2014it\u2019s skill, discipline, and insight.<\/p>\n\n\n\n The Laurium Global Active Equity Fund reflects Laurium Capital\u2019s belief that exceptional global investing can\u2014and does\u2014happen from South Africa.<\/p>\n\n\n\n With world-class research processes, advanced technology, and proven leadership from Rob Oellermann, the fund demonstrates that South African asset managers are fully capable of delivering global performance in a global market.<\/p>\n\n\n\n In a world where investors need diversified exposure, innovative thinking, and high-conviction stock selection, location is no longer a limitation.<\/p>\n\n\n\n Capability is what counts\u2014and South Africa has plenty of it.<\/p>\n\n\n\n Figure 1: Laurium Global Active Equity Fund – Performance (net of fees) vs. benchmark (MSCI ACWI) and peer group (EAA Fund Global Flex-Cap Equity) in USD<\/strong><\/p>\n\n\n\n *CAGR: Compound Annual Growth Rate<\/em><\/p>\n\n\n\n For more information on how to access these market opportunities and grow your wealth, contact Laurium Capital at ir@lauriumcapital.com<\/strong><\/a> or visit www.lauriumcapital.com<\/a><\/strong>.<\/p>\n\n\n\n Laurium is an authorised financial services provider (FSP 34142).<\/p>\n","protected":false},"excerpt":{"rendered":" Why Laurium\u2019s Global Active Equity Fund shows World-Class capability.<\/p>\n","protected":false},"author":57,"featured_media":844289,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10459],"tags":[8317,19603,24216,24217],"class_list":["post-844288","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-news","tag-global-markets","tag-laurium-capital","tag-laurium-global-active-equity-fund","tag-rob-oellermann"],"_links":{"self":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/844288","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/users\/57"}],"replies":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/comments?post=844288"}],"version-history":[{"count":4,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/844288\/revisions"}],"predecessor-version":[{"id":844299,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/844288\/revisions\/844299"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/media\/844289"}],"wp:attachment":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/media?parent=844288"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/categories?post=844288"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/tags?post=844288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Why Global Diversification Still Matters<\/h2>\n\n\n\n
Technology Has Eliminated the Information Gap<\/h2>\n\n\n\n
\n
Conclusion: World-Class Expertise, Locally Based<\/h2>\n\n\n\n
![\"\"](\"https:\/\/businesstech.co.za\/news\/wp-content\/uploads\/2025\/11\/Figure-1-Laurium-Global-Active-Fund-1024x620.png\")