Vision

To be the premier asset management company of African origin

Mission

To provide world-class asset management services to investors

Core Values:

E P I C

EXECUTION

• We set clear goals and priorities
• We vigorously follow through on their attainment
• We remove barriers to effectiveness
• We have the right people in leadership roles

PROFESSIONALISM

• We play by the rules
• We uphold integrity
• We pursue personal development and learning (e-learning)
• We treat colleagues and customers fairly

INNOVATION

• We innovate to solve customer problems
• We innovate to reach new customers profitably
• We measure, report to the Board and reward innovative performance
• We dedicate people, processes, and capital towards innovation

CUSTOMER FOCUS

• The voice of the customer drives our actions and initiatives
• We are proactive towards our customers’ needs
• We strive to save customers’ time and increase their prosperity

Investment Philosophy

Markets continuously exhibit inefficiencies. These imbalances result in mispriced assets. We take advantage of opportunities resulting from these inefficiencies to create value for our clients.