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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Momentum, leverage and complacency

Aslam UP“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.”
Gavin Wood

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