Overberg Asset Management is Proud to be Guided by J.P. Morgan’s Research

Written by Damian Johnson, Business Development, Overberg Asset Management on 14 January 2025.

In 2026, as in every year since Overberg Asset Management was founded in 2001, we will continue to make well informed investment decisions for our clients. This process is underpinned by robust investment practices and comprehensive, ongoing research to support long-term outcomes”. We are proud to share that one of the firms we rely on for our investment company research, J.P. Morgan, is not only named the Top Global Research Firm for 2025 by Extel’s Research surveys, but also the #1 Global Equity Research Team and the #1 Global Fixed Income Research Team. It is the first time one firm has won all three accolades. By aligning with the world’s leading research firms, we ensure your wealth is guided by the most respected insights in global markets.

At Overberg Asset Management (Overberg), research is at the heart of every investment decision we make. In an increasingly complex and fast-moving financial environment, we believe that high-quality, multidimensional research is not just a support function—it is a strategic asset.

How Research Informs Our Investment Process

The integration of research into our investment process is systematic and collaborative.

Idea Generation – Research identifies trends, themes, and investment ideas with high potential upside or risk mitigation value.

Due Diligence – We validate investment opportunities through fundamental and risk analysis, supported by both internal and external research.

Portfolio Construction – Insights from research help determine asset allocation, position sizing, and diversification strategies aligned with client objectives.

Ongoing Monitoring – Research supports real-time market monitoring and helps us adapt quickly to new developments, ensuring portfolios remain resilient and responsive. We see research not as a one-time input but as a continuous process of discovery and refinement.

Types of Research We Use

Our investment approach is built on a robust foundation of both qualitative and quantitative research. We leverage distinct types of research across asset classes and regions, including:

Macroeconomic Research: We analyse global economic indicators, central bank policy, inflation trends, and geopolitical developments to understand the broader environment that shapes markets.

Fundamental Equity and Credit Research: Our analysts conduct in-depth evaluations of company fundamentals, financial statements, sector dynamics, and competitive positioning to identify undervalued opportunities or risks.
Quantitative Research: We leverage elements of data science to enhance technical analysis, identifying both opportunities and risks.

Thematic and ESG Research: Our teams track long-term structural trends—such as climate change, technological innovation, and demographic shifts—to enhance investment strategies, identify emerging risks and opportunities, and align portfolios with sustainable growth themes.

Our Sources of Research

We adopt a diversified approach to sourcing research to ensure objectivity, depth, and timely insights. These include:

In-House Research Teams: Our internal research analysts are sector and region specialists who provide proprietary insights, conduct company meetings, and produce detailed reports used directly by our portfolio managers.

Third-Party Research Providers: We partner with top-tier research houses, independent analysts, and boutique firms to access alternative perspectives, specialized data, and global market intelligence.

Overberg obtains research from internationally renowned businesses, including:

• JP Morgan Cazenove.
• Capital Economics.
• MRB Partners.
• Alpine Macro.
• BCA Research.
• Cross Border Capital.
• Bloomberg’s.
• Edison Group.
• Deutsche Numis.
• EquityRT.
• IPS Pro.

Overberg finetunes their SA macro & company-specific research by using top-rated research providers, including:

• Investec Securities.
• Nedbank Private Wealth.
• PSG Wealth.
• Standard Equities.

Technology and Data Platforms: Our investment teams also rely on advanced analytics platforms, alternative datasets, and are considering the use of AI-driven tools to refine forecasts and support evidence-based decision-making.

Investment committee

The investment committee serves as the primary decision-making body for investment-related matters, headed by the Chief Investment Officer, Nicholas Downing. All committee members are skilled professionals with over 120+ accumulative years of experience.
By combining intellectual rigor, diverse perspectives, and cutting-edge technology, we aim to deliver investment solutions that are not only informed but insightful. Our clients trust us to navigate uncertainty with clarity and discipline—and research is the compass that guides us.
If you would like to reach out to your dedicated Wealth Manager, please don’t hesitate to do so.

Overberg Asset Management (Pty) Ltd is an authorised financial services provider: 783. Established in 2001.

Disclosure: There is a risk associated with investing in our financial products. The value of the investments and income may rise as well as fall and there is a risk that the client may suffer financial losses. Returns are dependent on the performance of underlying assets and other variable market factors. Past performances are not necessary indicative of future performances. Information and opinions presented in this article were obtained or derived from public sources that Overberg Asset Management believes are reliable but makes no representations as to their accuracy or completeness.