Business Overview

A Unique experience in Specialised Investment Solutions

Our Services

Alpha Asset Management (Pty) Limited is an independently registered financial services provider (License No. FSP534 Category II(a)), offering specialist investment management and asset consulting to financial advisors, institutions and other intermediaries. Since its creation in 1997, our business has been dedicated to delivering tailored investment solutions for our partners to assist them in achieving their client’s financial goals and objectives.

Advisors/Intermediaries

Our aim as Asset Managers is to help you grow your business but more importantly assist you in making prudent investment choices for your clients and preserving their wealth over time. We offer an extensive range of products and solutions that will help you service your current client base but also allow you to identify new opportunities in the market. You can leverage off the expertise and experience of our dedicated investment team to deliver cost effective solutions that target attractive risk adjusted returns.

Discretionary Fund Management Model

Alpha Asset Management understands the complexities of managing money and how resource -intensive it can be. We have therefore designed a discretionary fund management model, giving you the opportunity to outsource your decision making to our experienced and professional investment management team. This is a highly bespoke service, offering our resources and investment specialist skills to financial advisors, institutions and other intermediaries. With a wide array of asset classes and investment choices available, developing and managing your own portfolio can be quite daunting. As a privately owned firm, we value our independence with a focus on providing tailored solutions that match your client’s financial objectives.

As a DFM, we do the work for you and by utilizing our professional discretion, we make the investment decisions on your behalf, taking the guess work out of allocating your clients’ capital . We ensure that reporting on all portfolios is fully transparent, and clients have access to all statements, returns, fee structures and asset allocations. Our model is based on the premise of treating our clients as partners. We take the time to get to know you and your investment requirements, whether it is a single unit trust, wrap model or bespoke portfolio, we are here to help you make prudent investment decisions tailored to your client’s financial needs. As your investment manager, our model is to have open lines of communication should you have any queries or questions around your portfolio and the management thereof.

Key areas of focus:

  • Bespoke local and international investment portfolio on multiple platforms
  • Professionally managed South African CIS funds
  • Establishment and ongoing offshore mutual funds
  • Available to both institutional and retail investors
  • Cost effective structures
  • Relative outperformance of peers and benchmarks
  • Actively managed according to current market conditions
Our Business

Asset Consulting

Alpha Asset Management has a dedicated team of investment professionals with a proven track record in long only unit trusts, hedge funds and multi-manager portfolios that implement active management strategies drawing on world-class institutional research. We focus on our core skills of manager screening and due diligence, fund selection and portfolio construction to provide a complete asset consulting service for you and your clients whilst mitigating the risks to your business. We utilise our experience and understanding of the financial services industry, the economic environment, and knowledge on local and global investment products, to provide advisory services to partner with the Board of Directors, Trustees and other third-party intermediaries who have the responsibility of managing institutional and high net worth mandates.

We formulate very specific investment strategies according to a detailed assessment of each partner’s risk tolerance, income needs, time horizon, tax considerations and other factors based on client-specific situations. In addition to quantitative performance measurement analysis, our investment professionals also review qualitative factors such as an assessment of the manager's organization, personnel, assets under management, regulatory history, etc. From strategy development, manager selection, performance measurement, to regular reviews, and reporting, we take care of the groundwork for you. As your asset consultant, our aim is to act in your best interest ensuring you achieve your prescribed financial objectives, leaving you with more time to focus on servicing your clients and growing your business.

We take great care in ensuring that we build and maintain strong relationships with our partners ensuring that we deliver a transparent, quality service that inspires confidence in Alpha Asset Management.

Hedge Funds

Alpha Asset Management was one of the first businesses in the South African Hedge fund industry with over 18 years of experience. We make extensive use of the relationships we have built over the years to uncover new investment talent and offer our clients quality solutions that deliver attractive risk adjusted returns and significant downside protection in times of economic turmoil. The funds are managed on a multi-manager approach selecting the best of breed managers with an aim of achieving better diversification across investment styles and asset classes.

We have developed a robust due diligence process which drives our manager selection and portfolio construction. Our extensive screening process ensures that we select quality managers with the agility to actively navigate the investment landscape to deliver attractive returns over the medium to long-term, without taking on undue risk. Unique expertise in hedge fund management allows us to prudently construct portfolios by selecting non-correlated sources of alpha at a lower level of volatility than traditional assets. Our products have consistently delivered returns in excess of their benchmarks and offer significant downside protection during bear markets. Our South African Hedge fund of funds have transitioned into regulated Collective Investment Schemes governed by the rules and laws of CISCA (Collective Investment Scheme Control Act). If you have any queries or questions around hedge funds and the value these funds can add to your portfolio, please contact us for further information.