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.
Momentum, leverage and complacency
“The decade began optimistically, with relatively buoyant market
conditions and very high commodity prices. This gave way to financial market collapse and a global recession. The unprecedented aggressive monetary stimulus that followed created one of the longest economic expansions on record and huge returns to investors. South Africa, from a very healthy starting position, experienced a surprising and severe economic deterioration over the period.”