INVESTING FOR THE FUTURE
Investin Asset Management is a fund manager that invests money on behalf of its clients. With an experienced and focused investment team, Investin enriches its clients’ lives and compounds their wealth over time.
Our Investment Aim
Investin's objective is to grow all assets allocated to the team in real, inflation-beating terms over the long-term and to ensure protection from any permanent capital loss. Investin Asset Management invests in good quality businesses at the right price level, which significantly reduces the potential for any permanent capital loss.
Investment Approach
We identify opportunities through a top-down, bottom-up, fundamental investment process.
1. Know the business
- We invest in businesses that we have researched thoroughly and therefore know well.
- We do not invest in businesses with excessive financial leverage.
- We do not invest in businesses where there are major concerns about management.
2. Know the price
- We appraise what the business is worth in a worst-case scenario.
- We do not overpay for an investment.
3. Know the correct weighting
- We do not over extend a position.
- We limit the weight of any investment that we believe to have a higher risk.
4. Know the investment case
- We only invest if there is a margin of safety.
- All investments carry some degree of risk, but at Investin we only invest if there is an adequate margin of safety built into our own valuations.
- Invest in good businesses with shareholder-oriented managers and low financial risk when valuations are attractive.
- Thinking and acting like long-term business owners in a market focused on the short-term.
Executive Team
Ian Kilbride
Chairman
Adrian Meager
MD and CIO
Adrian is the Managing Director and Chief Investment Officer of Investin Asset Management and a member of the Spirit Group EXCO.
With over 30 years of professional experience in wealth and asset management, Adrian launched his career with Momentum, later gaining invaluable international experience at Lloyds of London. After joining Warwick Wealth in 2006, Adrian developed considerable experience in and extensive knowledge of the wealth management industry and in managing investment portfolios.
With the Spirit Group’s acquisition of Cadiz Asset Management in May 2018, Adrian was appointed as the company’s Managing Director and Chief Investment Officer. Adrian was subsequently promoted to Managing Director and Chief Investment Officer of Orion Investment Managers.
Tiaan Meyer
Chief Financial Officer
Before joining Investin, Tiaan spent five years at Woolworths in the Corporate Finance Division, first as Group Accountant and subsequently moving into the Africa division where he played an integral part in growing the business across the continent. Tiaan has a wealth of experience when it comes to dealing with IFRS and taxation.
He joined Spirit Invest in 2015 where he started as the Head of Finance. Tiaan was promoted to Financial Director of Spirit Invest at the beginning of 2017 and Chief Financial Officer in 2019.
Ryan Magee
Chief Operations Officer
He has held a range of important managerial positions within the Group, leading to his promotion as Chief Operating Officer. With this depth and range of experience and understanding, Ryan is ideally positioned to lead operations with the Group.