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.
Retailing in a time of food inflation
“Food inflation has breached the 10% level five times over the last two decades and it was consistently above 10% in the preceding decades. However, it is necessary to understand the circumstances of the period in which an inflation spike takes place in order to take a view on how shoppers may react and what this may mean for food retail companies.”