Kagiso Asset Management

Kagiso Asset Management is located in Cape Town, South Africa on Montclare Place, Main Rd & Camp Ground Road, Claremont,. Kagiso Asset Management is rated 5 out of 5 in the category financial institution in South Africa. 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. We aim to consistently deliver superior investment performance. We think deeply and independently – constantly pursuing excellence for our clients. The long-term evidence our competitive advantage is compelling. Since our inception over 15 years ago, our equity funds have been ahead of the benchmark in all but three calendar years. Our Equity Alpha Fund shows us as the third best general equity manager in South African market since its inception in 2004. Our ability to add value to our clients stems from: Our investment philosophy We make investment decision based on mispricings we observe in the market. We focus on valuing expected long-term cashflows rather than predicting the future or reacting to newsflow. In a world that is obsessively focused on the short term, we believe our long-term orientation enables us to look through the noise of self-reinforcing cycles of enthusiasm or negativity – a robust competitive advantage Our focus on thinking Having an investment team packed with smart people does not ensure results. They need to optimise their efforts and focus most of their time on thinking about client portfolios. We go to extreme lengths to free up time for our investment decision makers to think: streamlining and automating our workflow functions, eliminating paper, partnering experienced resources with associates and outsourcing non-core functions. Our large institutional scale We manage over R40 billion in assets and have a longstanding and substantial presence in the institutional market in South Africa. We are the choice of many sophisticated retirement funds and their institutional consultants. This scale enables us to afford the best investment, compliance and operational resources that are so critical for a modern investment firm.