Discretionary non-market correlated SA Absolute Return FoF solutions that use hedge fund strategies as construct.
Characteristics: Uncorrelated to the market with moderate risk.
Target Clients: Institutional.
Structure: Standard Mandate.
Target return: Cash + 4% p.a., SWIX + 2% p.a. and/or ALBI + 1% p.a. over rolling 36 months.
Liquidity: 30-60 days.
SA and Pan-African high impact private equity solutions on a pooled basis.
Characteristics: Higher growth potential & equity upside with an increased risk profile.
Target Clients: Institutional.
Structure: En Commandite.
Target return: 13 - 15% p.a. over rolling 5 years.
Liquidity: limited and also subjected to the underlying managers' terms.
SA and Pan-African high impact private debt solutions (including Mezzanine debt) on advisory and/or segregated basis.
Characteristics: Stready yield with moderate risk.
Target Clients: Institutional.
Structure: En Commandite or Standard Mandate.
Target return: 8 - 10% p.a. over rolling 5 years.
Liquidity: limited and subjected to the underlying managers' terms.
We create bespoke structured solutions for our clients to enhance returns and/or hedge out any risk possible.
Characteristics: Predictable returns usually with capital protection.
Target Clients: Institutional.
Segregated Structure: Standard mandate.
Target return: variable (normally linked to an index and/or basket of shares).
Liquidity: fixed for a period, with limited options for termination.
We have been running 3 model portfolios since the inception of the business, of which 2 are backed by live portfolios.
We are the fund managers of of GUGULETHU Private Equity Fund (of Funds). The GUGULETHU Fund is a multi-strategy that can invest directly and/or on other private market funds.
It has achieved its first close at R200mil and 50% of the capital has already been deployed. The GUGULETHU Fund is still raising capital to achieve its second close in 2025.
These are run as discretional protected equity portfolios benchmarked against various indices desired to be outperformed over time i.e. ALSI Top40, SWIX Top40 etc.
We currently have two live portfolios.