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Element Investment Managers (Pty) Ltd.
Terence Craig · Asset Manager · Value
Element Investment Managers (Pty) Ltd is an independent, owner-managed boutique asset management firm based in Cape Town, South Africa. Established in 1998 as Frater Asset Management before rebranding in 2005, the firm provides discretionary investment management services to retail and institutional clients, including retirement funds. Element is distinguished as a pioneer of responsible investing in South Africa, having been the first manager in the country to sign the United Nations-supported Principles for Responsible Investment (PRI) in 2006. The institution offers a specialized range of investment products, encompassing conventional equity, balanced, and income funds, alongside a leading suite of Shari'ah-compliant investment solutions. Its approach is characterized by active management, fundamental research, and a commitment to delivering long-term, real absolute returns while maintaining a strong focus on risk mitigation.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -1.9% |
| YTD return | -3.0% |
| Sharpe ratio | -2.63 |
| Win rate | 33% |
| AUM | $2.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.elementim.co.za/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | 98.7% | +1.5% |
| MDLZ | Mondelez International Inc | 0.8% | -2.4% |
| SDZNY | Sandoz Group AG | 0.1% | -0.0% |
| CMI | Cummins Inc | 0.0% | +4.0% |
| MSFT | Microsoft Corporation | 0.0% | +0.4% |
| V | Visa Inc. Class A | 0.0% | +7.7% |
| XOM | Exxon Mobil Corp | 0.0% | +40.5% |
| ASML | ASML Holding NV ADR | 0.0% | +47.6% |
| AU | AngloGold Ashanti plc | 0.0% | +23.8% |
| BDVSY | Bidvest Group Ltd PK | 0.0% | 0.0% |
| LIN | Linde plc Ordinary Shares | 0.0% | -2.7% |
| PG | Procter & Gamble Company | 0.0% | -4.0% |
| MONDY | Mondi plc | 0.0% | 0.0% |
| GFI | Gold Fields Ltd ADR | 0.0% | -11.5% |
| PFE | Pfizer Inc | 0.0% | +3.7% |
| ALC | Alcon AG | 0.0% | -14.0% |
| CSCO | Cisco Systems Inc | 0.0% | +47.3% |
| TT | Trane Technologies plc | 0.0% | -3.6% |
| AVSFY | Avi Ltd ADR | 0.0% | -0.0% |
| KIROY | Kumba Iron Ore Ltd PK | 0.0% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Apr 27, 2026 | SELL | LIN | 0.0% → 0.0% |
| Apr 27, 2026 | SELL | LEVI | 0.0% → 0.0% |
| Apr 27, 2026 | BUY | ALC | 0.0% → 0.0% |
| Apr 27, 2026 | BUY | BDVSY | 0.0% → 0.0% |
| Apr 27, 2026 | BUY | AVSFY | 0.0% → 0.0% |
Investment Style Analysis
Element Investment Managers (Pty) Ltd. is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $2.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Diversified and Confectioners sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Apr 27, Element Investment Managers (Pty) Ltd. made a significant move by reducing the position in LIN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution adheres to a valuation-driven, active investment philosophy with a pronounced quality bias. Their core strategy involves identifying high-quality businesses that are trading at a significant discount to their intrinsic value, thereby providing a "margin of safety" for investors. This process is underpinned by rigorous, bottom-up fundamental research and a long-term time horizon designed to exploit market inefficiencies. Element integrates environmental, social, and governance (ESG) factors into its investment decisions, believing that responsible investing enhances risk-adjusted returns. By maintaining a disciplined approach to portfolio construction and avoiding overvalued assets, the firm aims to preserve capital and achieve consistent wealth growth throughout full market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Element Investment Managers (Pty) Ltd..
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Frequently asked questions
How is the simulated portfolio for Element Investment Managers (Pty) Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Element Investment Managers (Pty) Ltd.'s largest holding?
As of the latest filing, Element Investment Managers (Pty) Ltd.'s top position is Berkshire Hathaway Inc (BRK-A), representing 98.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Element Investment Managers (Pty) Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of -1.9% with a win rate of 33%. Notably, the portfolio maintains a Sharpe Ratio of -2.63, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Element Investment Managers (Pty) Ltd. primarily invest in?
Element Investment Managers (Pty) Ltd. has a strong preference for the Insurance - Diversified sector, which makes up 98.7% of their disclosed assets. The portfolio also has exposure to Confectioners, indicating a specific thematic focus.
Is Element Investment Managers (Pty) Ltd.'s portfolio concentrated or diversified?
Element Investment Managers (Pty) Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 99.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Element Investment Managers (Pty) Ltd. performed in 2026?
Our AI-simulated model portfolio for Element Investment Managers (Pty) Ltd. tracks a Year-to-Date (YTD) return of -3.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Terence Craig manage Element Investment Managers (Pty) Ltd. directly?
Yes, Terence Craig serves as the key portfolio manager for Element Investment Managers (Pty) Ltd., overseeing the investment strategy and final capital allocation decisions.