Capricorn Asset Management’s locally dedicated team provides in-depth portfolio valuations, compliance reporting, cash flow and income analysis on all segregated portfolios in a timely fashion. Our segregated portfolios are cost effective and transparent for pension funds or entities requiring a specialised solution.
As a home-grown asset management company, we are well aware of regulation changes and restrictions imposed on various institutions. Capricorn Asset Management is also a dynamic company, able to build and adjust portfolios to suit our client’s investment goals. Currently segregated portfolios managed, vary between offshore equity, local equity, fixed income, money market and balanced mandates.
Capricorn Asset Management provides a range of specialised segregated portfolios, with an execution only/non-discretionary mandate.
Contact us for more information on our segregated portfolios.