Introduction

We aim to consistently deliver superior investment performance. We think deeply and independently – constantly pursuing excellence for our clients.

We are a specialist investment management firm based in Cape Town. Founded in 2001, we manage funds across the risk spectrum for sophisticated institutional and private investors.
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A preferred asset class

“Because of their hybrid nature, preference share performance might be expected to most closely resemble that of high-yielding bonds or floating-rate notes. However, for the eight-year period from August 2008 to July 2016, the cumulative pre-tax return on preference shares was below that of cash, with higher variability of total return.”
Reza Ismail

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