We are a Cape Town based wholly owner managed investment management company which started operating in April 2005. Our organizational vision is to build a premier investment management business dedicated to meeting the needs of the broader investing community principally in the Southern Africa region. It is our belief that our success as an organization lies in consistently meeting and exceeding client expectations across a range of predefined benchmarks. The generation of such success is predicated on,

• always putting client interests first
• an independent business structure
• an information advantage bestowing investment process
• exceptional human resources

In combination with our organizational values of

• honesty
• integrity
• thoroughness
• reliability
• respect for self and others
• good ethics.

Being an active fundamental research driven investment management organization we believe that value unfolds over the medium to longer term. To this end it is our goal to enter into a long term partnership with you as a client.


As an intellectual capital business the people take centre stage in the generation of client portfolio value. We are correctly resourced in this regard to outperform relevant client benchmarks over the medium to longer term and pride ourselves on having assembled a team of exceptional quality in terms of its qualification, relevant industry experience and reputation. Furthermore, this team is correctly incentivised through direct equity ownership of the organization and this we believe aligns our interests and your interests, as a client. When combined with a collegial environment that emphasizes a balance between professional and family oriented values, we believe these innovative measures are the hallmarks of a modern-day successful fund management organization.

• Mothobi Seseli
  
• Mduduzi Ndlovu
  
• James Mohlaba
  
• Luyanda Joxo
  
• Dipolelo Makhubedu
  
• Sello Setai
  
• Nazeem Hendricks
  
• Ntsekhe Moiloa
  
  

A critical part of our business strategy is advancing transformation of the asset management industry and ultimately the broader South African landscape. We conduct our business affairs in a manner that is consistent with the dictates of the Financial Services Sector Charter and the DTI BEE codes. These seek to effect change through a target based programme focusing on:

• Ownership and control
• Human resource development and employment equity
• Procurement and enterprise development
• Corporate social responsibility
• Access to financial services
• Empowerment financing

We are a significant contributor to the transformation imperative in our society. Details of our programme are available on request.