Get out of the dark!
Start Investing Offshore.
We help South Africans invest offshore.
Invest in high-quality, undervalued US-listed stocks while remaining in control of your decisions and wealth.
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.
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.
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.-
FIRST MONTH FREE
(no credit card required) -
Portfolio of 20-30 US listed shares
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Portfolio Access via Website
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Real-time notifications including Actions
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Comprehensive setup assistance
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Portfolio Optimiser
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Compatible with SHYFT app
Premium Fund
A more concentrated portfolio of the BEST investments we can find, and therefore has a higher expected return, over the long-term.-
Pricing Space
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Portfolio of 10-15 listed businesses
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Portfolio Access via Website
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Real-time notifications - Actions & New flows
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Comprehensive setup assistance
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Portfolio Optimiser
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.
The way we think, the way we do.

Lockstep Investing Performance Update: October 2023
The Portfolio’s Performance for October 2023 October delivered another disappointing performance for The Portfolio, with the fund retreating by -6.3%.

Lockstep Investing Performance Update: September 2023
The Portfolio’s Performance for September 2023 The Portfolio faced a challenging month, declining -4.6%, slightly better than the S&P 500’s
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.