Kurt Benn

Citadel Investment Services aims to optimize long-term returns and preserve and grow client’s wealth while reducing risk. The firm manages portfolio that consists of a range of asset classes – both local and global – include listed equities in developed and emerging markets, cash, government bonds and property, as well as high-yield and emerging market bonds (including corporate bonds) and alternative strategies (such as hedge funds and physical assets). Citadel Investment Services employs both active and passive management, and they base their investment decisions on identifying such under- and over-valuation of asset classes. The firm buys when assets are undervalued and sell when they are becoming overvalued.

SIM is an active, value-based manager that manages both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds which aims to protect and grow client’s wealth over the long-term. Generally, the firm invests in assets that are trading below their fair value estimate and dis-invest from assets that are trading above the firm’s fair value estimate.

Absa-IM seeks to achieve consistently superior investment performance and deliver excellent client service, while adhering to a pragmatic value-oriented investment approach. The firm offers a diverse range of segregated and pooled portfolios and specializes in fixed interest, absolute return, balanced and equity mandates. Their equity investment process is primarily bottom-up stock picking focused. The Absa Asset Management Fixed Interest team seeks to actively add value through a combination of duration and credit approaches.

Cadiz specializes in Fixed Income investments and seeks to provide incremental outperformance over time within defined risk parameters. The firm uses a top-down investment process.

SIM is an active, value-based manager that manages both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds which aims to protect and grow client’s wealth over the long-term. Generally, the firm invests in assets that are trading below their fair value estimate and dis-invest from assets that are trading above the firm’s fair value estimate.