What follows is how we think, how we work, and why it produces results that a typical adviser simply cannot replicate.
We focus on fundamentally undervalued companies with strong balance sheets and little to no debt. We do not chase trends, themes, or momentum. We buy quality at attractive prices and hold with conviction.
Undervalued companies, strong balance sheets, low debt. Quality at attractive prices.
Every position sized in the context of your total portfolio risk — not just its own.
No panel restrictions. No product quotas. No commissions. Ever.
“Applying portfolio-level leverage to low-debt value stocks produces superior risk-adjusted returns compared to buying leveraged growth stocks directly.”
MARTIN BOTHA · INVESTMENT PHILOSOPHY · GROUNDED IN MODIGLIANI-MILLER AND FRAZZINI/PEDERSEN BAB FACTOR RESEARCH
We listen carefully before advising. Your situation, goals, and constraints shape everything that follows.
Capacity and willingness to take risk — both assessed rigorously. Financial ability and psychological comfort are not the same thing.
A bespoke strategy — no templates. Every portfolio constructed individually around your specific goals.
Direct securities via Interactive Brokers. No fund OCF. No hidden charges. Full transparency at every step.
Daily monitoring. Quarterly reporting. Ongoing communication whenever your situation changes.
Most advisers assess portfolio risk at the surface level — a volatility score, a risk rating. We go deeper. We examine the risk inside every single holding, then aggregate it across your entire portfolio.
This is the look-through methodology used to manage multi-billion-dollar institutional portfolios. It is now applied to yours.
27 years of institutional risk management — PIF, Pemberton, Kleinwort Benson
We examine market risk, credit risk, liquidity risk, leverage, and operational risk inside each position.
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Individual risks are aggregated across all holdings — correlations, concentrations, and tail risks identified.
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Aggregated portfolio risk is matched against your specific capacity and willingness to take risk.
Personal track record over six years
Returns reflect the personal investment track record of Martin Botha over a six-year period ending prior to FCA authorisation (March 2026). These are not client returns and do not represent the performance of Wealth Max Limited. Annualised return: 39.6% vs market benchmark 5.8%. Past performance is not a reliable indicator of future results. All investments carry risk and the value of your portfolio may fall as well as rise. Returns shown are gross of fees.
The first conversation is always free.
We will tell you honestly whether Wealth Max is the right fit.
