Investing Made Simple.

Invest in high-quality, undervalued US-listed stocks while remaining in control of your decisions and wealth.

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How It Works
I have been using Lockstep from the beginning and I find everything easy to understand and the planning is made simple. I really like that one is not forced into buying a share that you have no confidence in and so if you choose to balance your fund a little differently the system calculates everything excluding that share. The fact that Lockstep invest their own money in the same shares gives me more confidence than investing in a broker who has no downside to their bad calls and so I am very upbeat for when the market turns.
RhodamProduct Manager
As someone brand new to this space, Lockstep has helped demystify investing for me. The ongoing updates and insights into companies, the portfolio, and the reasons behind investment decisions also provide comfort when considering where to put my money.
DanExecutive Head
Since using Lockstep's portfolio guidelines to invest my money, I have become much more knowledgeable about how shares and the stock exchange work. Investing my money in the companies/shares that Lockstep suggests makes sense which makes me know my money is in a safe place to grow for the long term, not just for a phase/fad. It gives me peace of mind while educating and informing me along the way. The best way to invest your money! You're in control and can make informed decisions. 
RobynSenior Product Manager
Highly recommend Lockstep! It’s been a fantastic way for me to invest offshore in companies I would have never had time to research myself. The best part is I’m in complete control and there are no escalating management or performance fees. The weekly update on the various stocks is very informative. Lockstep’s service really makes me feel like I’m in control of my financial future
JoEntrepreneur, CEO

Lockstep investing

What we do

We invest our own money into a portfolio of listed, under-valued businesses to grow our wealth.

What you get

Access to our portfolio, real-time action plan, and insights into our research, all while staying in control of your investment decisions.

Read More
Highly recommend Lockstep! It’s been a fantastic way for me to invest offshore in companies I would have never had time to research myself. The best part is I’m in complete control and there are no escalating management or performance fees. The weekly update on the various stocks is very informative. Lockstep’s service really makes me feel like I’m in control of my financial future
JoEntrepreneur
I have been using Lockstep from the beginning and I find everything easy to understand and the planning is made simple. I really like that one is not forced into buying a share that you have no confidence in and so if you choose to balance your fund a little differently the system calculates everything excluding that share. The fact that Lockstep invest their own money in the same shares gives me more confidence than investing in a broker who has no downside to their bad calls and so I am very upbeat for when the market turns.
RhodamProduct Manager
As someone brand new to this space, Lockstep has helped demystify investing for me. The ongoing updates and insights into companies, the portfolio, and the reasons behind investment decisions also provide comfort when considering where to put my money.
DanExecutive Head
Since using Lockstep's portfolio guidelines to invest my money, I have become much more knowledgeable about how shares and the stock exchange work. Investing my money in the companies/shares that Lockstep suggests makes sense which makes me know my money is in a safe place to grow for the long term, not just for a phase/fad. It gives me peace of mind while educating and informing me along the way. The best way to invest your money! You're in control and can make informed decisions. 
RobynSenior Product Manager

Lockstep investing

What we do

We invest our own money into a portfolio of listed, under-valued businesses to grow our wealth.

What you get

Access to our portfolio, real-time action plan, and insights into our research, all while staying in control of your investment decisions.

Read More

We are value investors, investing in high-quality undervalued businesses for the long-term

Membership Options

We offer two membership options to meet your investing needs

Value Fund

A more diversified portfolio of US listed companies. Recommended for people who want more diversity and less volatility in short-term performance.
R 450
00
Monthly
  • FIRST MONTH FREE
    (no credit card required)
  • Portfolio of 20-30 US-listed stocks
  • Portfolio Access via Website
  • Real-time notifications including Actions
  • Comprehensive setup assistance
  • Portfolio Optimiser
  • Compatible with SHYFT app
Get Started
Learn More

Premium Fund

A more concentrated portfolio of the BEST investments we can find, and therefore has a higher expected return, over the long-term.
R 1,350
00
Monthly
  • Pricing Space
  • Portfolio of 10-15 listed stocks
  • Portfolio Access via Website
  • Real-time notifications - Actions & New flows
  • Comprehensive setup assistance
  • Portfolio Optimiser
Get Started
Learn More

What makes us different?

Affordable Investing

No Management Fees, No Performance Fees. We are priced in a way that gives individuals access to professional investing experience regardless of the amount invested.

Access to the Best Opportunities

We are small enough to invest in the best companies we can find, while high-performing institutions may have grown to a size that limits their investment options.

You Remain in Control

Investing for yourself keeps your investment decisions in your control, allowing you to act when you want to.

Want to learn more?

Ready to connect when you are.

[email protected]

A window into our world.

The way we think, the way we do.

More Insights
Not quite ready to invest?

Sample our Research

We understand; instead, sign-up for our monthly portfolio updates to track our performance and receive insights into our portfolios and investment approach. To get things started, you can just download an example of the quality of research we provide for our members.