Aylett & Co. is an independently owned
and managed asset management boutique
Please note that Aylett & Co. will continue to operate during the COVID-19 lockdown.
To learn more about COVID-19 in South Africa, please visit www.sacoronavirus.co.za
WHO WE ARE
We are a boutique investment house, started in 2005, offering asset management services to retail, institutional and private clients.
Key for us is our approach to managing funds in a rational, well informed and independent manner, for those who share our philosophy.
Our Code of Ethics is clearly stipulated and we apply the highest possible standards of correctness, legality and fairness. Our guiding principal is one of “rightness” – we invest when the terms are right, we conduct our processes and company affairs in the right manner and we stay on the side of what is right.
In Aylett & Co. speak “close to the line is out”.
WE HAVE SKIN IN THE GAME
Our personal and company wealth is invested alongside that of investors in the funds we manage to ensure that our interests are aligned. We ‘eat our own cooking’.
HOW WE THINK
Good investments are made despite prevailing market conditions by investing wisely and on the right terms.
This requires patience, investing intelligence and respect for the long-distance horizon – principles we uphold ourselves and encourage in our clients.
WHAT IS IT WORTH?
Our thinking is actioned by a robust and disciplined investment process.
Deep thought and thorough analysis lies behind investment decisions we take.
WE BUY ASSETS
We are bottom-up in our thinking, allocating capital in a rational manner. We build portfolios based on asset analysis, understanding cash flows and seeking mispricing, rather than trying to predict the economy. We look for strong and sustainable business models, managed effectively and priced well.
We look for good assets first, mispricing second – that order matters.
We are rational, bottom-up in our thinking, looking at assets rather than at the economy.
We favour assets supported by a strong and sustainable business model, managed effectively and priced well.
We spend considerable time and effort focused on the downside, i.e. the avoidance of permanent capital loss.
Risk for us is the Permanent Loss of Capital.
The team consists of individuals with impressive academic credentials. Intelligence, energy, integrity and a passion for investing are the special ingredients required to work at Aylett & Co. We invest our own assets alongside our clients’ in our funds. Our success is therefore closely aligned with that of our clients.
Ours is a highly privileged environment – we work with people we really like, doing a job we love, entrusted with managing investor capital and for that we are entitled to participate in an incredibly generous reward structure. We invest our own assets in Aylett & Co. managed unit trusts. Out-performance therefore rewards us in both our personal capacity and in our career capacity.
– Walter Aylett
Thank you for visiting Aylett & Co.’s website. We welcome client interaction and would be happy to introduce our business to you. If you are an institution, a consultant, an independent financial advisor or a retail investor and would like to learn more, please contact me. I look forward to answering your questions.
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5th Floor Mariendahl House
Newlands on Main
Main Road, Newlands, 7708,