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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Growing low cost PGM miners

Aslam UP“South Africa produces more platinum group metals (comprising platinum, palladium, rhodium and other minor metals) each year than any other nation. However, the country’s output peaked in 2006, at 8.7 million ounces and has fallen to 7.4 million ounces for 2016. This fall is the result of closures of capacity and low replacement capital expenditure by miners in response to a hostile environment.”
Mandi Dungwa

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