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Aluwani Capital Partners (Pty) Ltd www.aluwanicapital.co.za
Company details FAIS FSP registration number: 46196 Switchboard: +27 21 204 3800 General email: aluwani@aluwanicapital.co.za Website: www.aluwanicapital.co.za Address: EPPF Office Park, 24 Georgian Crescent East, Bryanston East, Gauteng, 2152 Compliance officer name: Timothy Howse +27 21 671 8162
Investment philosophy We seek to provide sustainable risk adjusted returns over the long term. The philosophy is based on three principles: ■■ Risk adjusted returns can be maximised by actively extracting value from as many ALPHA sources as possible ■■ Focused diversification of risk across these sources should generate consistent performance in all market conditions ■■ Incremental, consistent alpha that compounds over time ensures a low volatility portfolio that generates competitive active return in a predictable fashion, through all stages of the investment cycle
FAIS requirements Who is your FAIS complaints officer? Timothy Howse Please provide the link to the complaints policy on your website: http://www.aluwanicapital.co.za/legal/
Ownership What is the ownership structure of the company? 40% management and staff; 40% MMI Holdings; 20% Main Street 1413 (Pty) Ltd (BEE consortium). Who are the directors of the company? Jabu Moleketi, Sibusiso Mabuza, Thabiso Foto, Gill Raine, Mary Vilakazi,
Thinus Alsworth-Elvey, Mlondolozi Mahlangeni, Warren Wheatley Do staff and management have an interest in ownership? Please provide the percentage held by staff and management: Yes, 40% of the company is held by management and staff.
History When was the company established? The company became operational as of 1 December 2015. List of mergers that have taken place since being established: None (Aluwani was created out of a management buyout at Momentum Asset Management).
B-BBEE credentials Are you B-BBEE accredited? Yes What is your B-BBEE status? Level 2 By whom have you been accredited? INFORCOMM Date of accreditation: 2017-02-23
GIPS Are you GIPS compliant? No Are you GIPS verified? Aluwani Capital Partners are a new company with intentions of being compliant and verified in the near future. At an operational level, their calculation of performance returns and composite calculations satisfies the requirements of the GIPS standards. By whom have you been verified? N/A Date of verification: N/A Expiry date of verification: N/A
Investment mandates What are your total assets under management? R54.3 billion Please detail the mandates you currently manage and the size of each of these mandates: Institutional: R53.8 billion Retail: R506 million Life: N/A Other: N/A
Key investment personnel Size of Investment Team: 17 Patrick Mathidi Head of Equities, Multi Asset Class Strategies BCompt (Hons), MSc (Fin) 20 years’ industry experience 2 years with firm Conrad Wood Head of Fixed Income Strategies BCom (Econ), CFA 22 years’ industry experience 2 years with firm Mishnah Seth Head of Frontier Strategies CFA, B Acc (Hons) 14 years’ industry experience 2 years with firm Mamokete Lijane Head of Macro Strategy B.Bus.Sc (Actuarial), CFA (SA) 16 years’ industry experience 2 years with firm
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