Our team is built of leaders and innovative thinkers. Our focus is on prudent wealth stewardship and investment portfolios that create memorable returns for our investors over the medium to long term. We pride ourselves in providing service excellence and putting our clients first. The team at Baobab are proud to be the majority shareholders in the business and the investment portfolios. We at Bao
bab firmly believe that we have just the right ingredients for success. Baobab Capital is owned by entrepreneurs Arnold Fourie and Elandre Fourie who were also the founding members of the Pinnacle Technology Group. Arnold is known to be a very astute businessman with an eye for wealth enhancing opportunities. Supported also by shareholders Anchor Capital, headed by Peter Armitage who leads an experienced investment team and is the fund manager on our unit trust funds. Our investment approach seeks to deliver superior long-term risk-adjusted returns through differing economic and market cycles whilst maintaining a sharp focus on the preservation of our clients’ capital as far as possible. We have a strong history of insightful bottom-up security selection based on fundamental analysis and in-depth research. Our investment professionals have the expertise, experience and dedication to make insightful investment decisions yet remaining committed to the principle that every investment decision undertaken by the team will be in the best interests of our clients over the long term. Baobab’s investment approach is to:
1. Separate asset allocation from security selection.
2. Building portfolios based on our unique marriage of rigorous company-specific analysis and top-down macroeconomic research.
3. Introducing new strategies that allow the correct blend of asset classes in our portfolios before they are in vogue. ANCHOR BCI FLEXIBLE OPPORTUNITY FUND
A domestic portfolio that aims to provide investors with a moderate to high long term total return by actively seeking investment opportunities. The portfolio is suitable for investors with an aggressive risk profile. The portfolio is suitable for investors with a moderate to aggressive risk profile. The mandate of the fund allows for investments in global and local equities, government bonds, corporate bonds, inflation linked bonds, debentures, fixed interest securities, property shares, property related securities, preference shares, money market instruments and assets in liquid form.
2. ANCHOR BCI AGGRESSIVE FLEXIBLE FUND
A domestic portfolio that aims to provide investors with maximum long term total return by actively seeking investment opportunities. The portfolio is suitable for investors with a aggressive risk profile. The mandate of the fund allows for investments in global and local equities, government bonds, corporate bonds, inflation linked bonds, debentures, fixed interest securities, property shares, property related securities, preference shares, money market instruments and assets in liquid form. The portfolio may also invest in collective investment schemes, where these schemes are operated outside South Africa they will be included only where the regulatory environment provides investor protection at least equal to that in South Africa. The portfolio‘s equity exposure will always be less than 50% of the portfolio’s net asset value. We offer our clients a unique mix of complementary investment strategies across equity, fixed income and alternative asset classes.
