Services

The Firm's Investment Process consists of the following five steps: 

  1. Idea Generation
  2. Fundamental Analysis
  3. Portfolio Construction
  4. Monitoring
  5. Active Ownership

As a long-term investor, the Firm believes that Fundamental Research and Active Ownership, taken together, form the basis of mutually beneficial long-term relationships between shareholders and their companies. The Firm adopts rigorous fundamental analysis to identify companies that have the ability to grow profits faster than average over long periods of time. By integrating Environmental, Social and Governance considerations into the Firm’s analysis, this is viewed as a natural step in the evolution of long-term investing.

 

Offered Mandates

The Firm's core business is the provision of investment management services to institutional and retail investors. The Firm focuses on listed African assets.

LEGACY AFRICA currently offers the following investment mandates:


  EXPLANATION SOUTH AFRICA EQUITIES PAN-AFRICAN EQUITIES PAN-AFRICAN (EXCLUDING SOUTH AFRICA) EQUITIES
MANDATE UNIVERSE Where the mandate invests Companies listed on the JSE Securities Exchange Companies whose majority of business is in Africa Companies whose majority of business is in Africa, excluding South Africa
INVESTMENT OBJECTIVE Return target for this mandate  Benchmark + 2% p.a. or 3% p.a.  Benchmark + 3% p.a.  Benchmark + 3% p.a.
RISK LEVEL The level of risk tolerance for this mandate  High  High  High
SUITABILITY Who can invest in this mandate Pension funds and other institutional investors as part of a multi-asset class portfolio Pension funds and other institutional investors as part of a multi-asset class portfolio Pension funds and other institutional investors as part of a multi-asset class portfolio

 

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