Founded by Patrice Moyal in 2003, VISIO is an investment management firm with a nimble, focused and dynamic team. We manage assets across a diverse range of listed-market strategies for a client base that includes some of the world’s largest and most sophisticated investors.
Latest Insights
Using shareholder activism to unlock value
The VISIO BCI SA Opportunities Fund takes an active approach to unlocking value in overlooked companies. Through constructive engagement with management teams and boards, VISIO seeks to drive meaningful change and deliver better outcomes for shareholders.
Value doesn’t unlock itself: VISIO’s approach to finding asymmetry
Cheap assets don't automatically become valuable investments. The real opportunity lies in identifying the catalysts that can drive change. From shareholder activism to uncovering opportunities in global markets, Co-CIO Patrice Moyal explains how VISIO seeks out asymmetric opportunities where the potential upside meaningfully outweighs the downside.
Who controls the chips, controls the future
While much of the attention around artificial intelligence (AI) focuses on ChatGPT, Nvidia, and the latest AI breakthroughs, a quieter story is unfolding behind the scenes. At the centre of the global technology ecosystem sits Taiwan Semiconductor Manufacturing Company (TSMC), the company responsible for producing the vast majority of the world's most advanced chips. From AI models and smartphones to cloud computing and autonomous systems, the digital economy increasingly depends on a single manufacturing bottleneck.
The Visio Team
A shared passion for investing shapes the way we work.
Our flat, collaborative structure encourages independent thinking, open debate and shared ownership. Across investment, operations and client service, our people work together with a common focus on delivering for our clients.
Shareholding
Managers (RIM)
Our Clients
Pension funds, sovereign wealth funds, fund-of-funds, family offices and private client. (SA, Europe, US and Asia).
Compliance
Level 2 B-BBEE
Predominantly institutional client base, domestic and international
Offices
Head Office
Johannesburg
Cape Town
Team Experience
Our investment team brings extensive experience across asset classes.
A long-standing core of senior investment professionals provides continuity and a strong foundation of institutional knowledge. Varied professional backgrounds and complementary areas of expertise bring different perspectives to our research, debate and decision-making.
