What we offer

Creating Wealth. Together.

Our Investment Philosophy

Our effort. Your returns.

We are value investors at heart looking to buy high-quality businesses for the long term.

Our refined investment strategies empower us to make informed decisions that align with our investment goals.

Join us and access these powerful tools through our suite of products.


“Whether you are new to the stock market and investing or have been managing your own money for years, we are confident we can help you make better, more informed investment decisions.”

What we offer

Our Suite of Products.

As a valued member you gain exclusive access to our suite of products

1 The Screener

If you’re seeking fresh and promising investment ideas, look no further than our Screener

Access our Top 30 Investment Ideas derived from a proprietary algorithm, providing you with a  selection of potential opportunities.

Best of all, it’s completely FREE to use and fully compatible with Shyft Shares. 

2 The Analyser

When you’re ready to go beyond the initial screening phase, The Analyser becomes your go-to tool.

We’ve analyzed up to 20 years’ worth of financial statements for a diverse range of companies.

Empower your investment process with the Analyser’s insights, enabling you to make better investment decisions.

3The Portfolio

2023 Performance: Year-to-Date

We are personally invested in a thoughtfully constructed portfolio of high-quality undervalued companies. When you join us, you gain access to this portfolio and detailed insights into our investment decisions. 

Additionally, you can customize your own portfolio with auto-sync functionality, allowing you to always stay in Lockstep with The Portfolio.

Core to this service is keeping you up to date with any change to The Portfolio and relevant news flow, which includes: 


When our portfolio changes, before we act, we’ll notify you:

  • What stock we’re buying/selling.
  • The maximum (minimum) price we’re willing to pay (sell for)
  • The reason for our action.

Company News

If a company we invest in releases information or if there’s news relevant to them, we notify you:

  • What stock is impacted by the news.
  • Summary of the news.
  • Our interpretation of the news and how it impacts the company.
  • If any action is required - this will be followed immediately by an Action notification

Economic & Macro News

When important macro/economic news is released:

  • Summary of the news.
  • What stock is impacted by the news.
  • Our interpretation of the news and how it impacts the company/companies involved.
  • If any action is required - this will be followed immediately by an Action Notification.
NB: We’re not macro-investors therefore these emails will be few and far between.


we have you covered

Personalised Assistance

If at any time during your investment journey you are feeling lost or overwhelmed. Or if you simply have a question, our members have direct access to us via our chat service.

If it is within our capabilities, we are here to help.

“We know you are busy following your passions. Investing is ours, so let us do the hard work for you.”


Membership Options

The Screener

For people searching for their next investment ideas.
$ 0
  • Compatible with Shyft Shares
  • Top 30 Investment Ideas
  • Ranked by Quality, Value and Growth

The Analyser

For people who want a deeper dive into specific companies.
$ 3
  • 7 Days Free Trial
  • Comprehensive List of Companies
  • Up to 20+ years of Analysis per Stock
  • Quality, Value and Growth Analysis
  • Ranking based on analysis
  • Expected Return per Stock*
  • Access to The Screener

The Portfolio

For people who like what we do and want to follow along.
$ 24
  • First Month Free
  • Portfolio of 20-30 US listed stocks
  • Portfolio Access via Website
  • Real-time notifications incl. Actions
  • Comprehensive setup assistance
  • Portfolio Optimiser
  • Access to The Analyser & Screener
Want to learn more?

Frequently Asked Questions

Lockstep is for anyone interested in growing their wealth but doesn’t have the experience and/or time needed to invest successfully.

We know we can add value to your investment decisions but must also earn your trust. That is why we offer free trial periods for our products.

You always remain in control and only need act when ready. 

Memberships can be cancelled at any time.

Not at all! The process is simple and not something to be intimidated by. We can guide you through this process all the way up to purchasing your first share.

If nothing else, we can widen your net for potential investment ideas. We spend significant time looking for the best investments. When we find them, we spend countless hours researching each company, analysing financial statements, understanding the market dynamics, talking to management (where we can), etc.

We are value investors at heart and believe that wealth is built over the long-term through patient, thoughtful investing. While we do not strive for a set monthly or annual return, and would never guarantee one, we do expect to beat the market over the long term.
No. We are not money managers nor are we financial advisors. We manage a portfolio funded with our own capital. As a member you have access to this portfolio, helping you make better investment decisions.


Your investment account remains with an independent broker of your choosing, in your name, and under your control.

Memberships are invoiced monthly.

You can cancel your membership at any time.

Want to learn more?

Ready to connect when you are.