Our Philosophy and
Process
The Absolute Return and Balanced product ranges allow portfolio
managers to invest in various asset classes including equity,
property, cash, nominal bonds and inflation-linked bonds, with the
use of strategic asset allocation to create the blueprint for the
appropriate positioning of each product.
The investment process combines a top-down macro-economic review
that allows us to understand the environment in which our companies
operate, with a bottom-up investment selection process. All the
multi-asset class products use the high conviction investment ideas
generated by our team from all asset classes. In particular, in the
construction of our equity portfolios, companies are valued
relative to cash thereby creating the defensive characteristics
required by the product mandate.
Our style of investing combined with the strategic use of
derivatives reduces the potential for losses, which is a key
characteristic of our Absolute Return product range. In these
portfolios, we focus on capital preservation over rolling 12-18
month periods. As long-term investors we consider a normal holding
period to be between three and five years.
Recent Awards
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Cadiz Inflation Plus
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2011 Morningstar Fund Awards Winner
- Flexible Allocation
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Cadiz Managed Flexible Fund
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2011 Africa Fund Manager Performance Award for South African
Balanced Fund of the year
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Please contact
us for more information.