Lima Mbeu Investment Managers (Pty) Ltd

www.limambeu.co.za

Company details

FAIS FSP registration number:

49018

Switchboard:

+27 10 023 0113

Fax: +27 86 415 5280

General email: invest@limambeu.co.za

Address: 2nd Floor, Fredman Towers, 13 Fredman Drive, Sandton, 2196

Postnet Suite 189, Private Bag X9 Benmore, 2010

Compliance officer name: James Smalberger +27 21 975 6597

Investment philosophy

We believe that disciplined growth investing is the best way to build wealth and capital in the long term

The four key components of our philosophy are as follows:

Active Management: We believe that although the market is hard to beat consistently, it is still inefficient. There are opportunities for skilled investors to generate excess returns, and it is for this reason that we believe in active management. Therefore, we actively manage our investment portfolios with a benchmark-cognisant mindset.

Growth Investing: We believe that buying companies whose earnings are growing much faster than average leads to the outperformance of the market in the long run. We concentrate on finding companies that have a clear prospect of unusually rapid increases in earnings, as we believe that this presents the best way to outperform the market.

Process: We believe that long-term success comes only from the most rigorous pursuit of disciplines designed to neutralise the emotional pressures that arise when one is responsible for investing other people’s money. We believe that a process that combines human foresight with the discipline of a quantitative framework is likely to generate relatively better investment returns.

Risk Control: We believe in building highly diversified portfolios as this enhances the probability of outperformance through various cycles. The best way to build wealth is through the compounding of consistent absolute and relative investment returns. Therefore, risk management is embedded within our investment processes to create portfolios that have low to moderate active risk.

Who is your FAIS complaints officer?

Ndinavhushavhelo Rabali

Please provide the link to the complaints policy on your website: https://www.limambeu.co.za/wp-content/ uploads/2021/03/Conflict-of-Interest-ManagementPolicy-.pdf

What is the ownership structure of the company?

Staff (50%). African Rainbow Capital Financial Services Holdings (Pty) Ltd (50%)

Who are the directors of the company?

Board of Directors: Ndinavhushavhelo Rabali, Thabo Stanley Seopa, Adv. Lindelani Patience Sigogo, Willem Theron Lategan, Brian Tafadzwa Mushonga and Clare Nyama

Do staff and management have an interest in ownership? Please provide the percentage held by staff and management: 50%

When was the company established? 2017

List of mergers and acquisitions that have taken place since being established:

B-BBEE credentials

Are you B-BBEE accredited? Yes

What is your B-BBEE status?

Level 1

By whom have you been accredited?

Empowerlogic

Date of accreditation: 2022-10-06

GIPS

Are you GIPS compliant? No

Are you GIPS verified? No

By whom have you been verified? –

Date of verification: –

Expiry date of verification: –