Kagiso Asset Management

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 e