INVESTMENTS
OUR PROCESS
The quality of an asset matters most to us. Our philosophy and process thus focus on picking good investments for better returns amongst different asset classes and sectors. Our best investment views are a function of the upside potential and conviction levels of the investment team. We prefer to be asset biased and limit investment calls based on sectors. We take a fundamental approach; follow top-down and bottom-up approaches in decision making. Our blended approach ensures less volatile returns throughout market cycles thereby achieving better returns during different market cycles.
OUR CAPABILITIES & FUNDS
Orcas offers multiple traditional investment solutions across various asset classes. In addition to our ability to tailor make traditional investment solutions in-house, we offer sophisticated investments of which the aim is positive returns on capital above the benchmark.
MONEY MARKET FUND
Orcas Money Market Fund is an actively managed conservative fund that seeks to preserve capital, offer competitive risk-adjusted income, maintain liquidity and manage risk. The Fund invests in treasury bills, negotiable certificates of deposit (fixed & floating) and other liquid and low-risk money market offerings. The Fund invests in instruments maturing in 12 months or less.
BALANCED FUND
Orcas Balanced Fund is an actively managed fund of moderate risk that seeks to deliver inflation-beating returns over the medium term. The Fund invests in a combination of listed equities, listed properties, bonds, and money market instruments listed on the local and foreign stock exchanges. The Fund aims to grow capital and has a medium-term investment horizon of 3 years or longer.
SEGREGATED MANDATES
The specialist South African Equity Fund and the Balanced Fund with global exposure are actively managed portfolios with slightly aggressive and moderate risk profiles. The funds seek to consistently outperform benchmarks by investing in South African listed equities and properties and in a combination of listed equities, properties, bonds, and money market instruments listed on the local and foreign stock exchanges through any full market cycle. Both funds invest in well-diversified quality assets and have a long-term investment horizon.
POOLED FUNDS
The objective of the funds is to preserve investors’ capital by investing in high-income yielding and quality money market and fixed income securities while catering for the short-term liquidity needs of the clients. The funds invest in treasury bills, negotiable certificates of deposit (fixed & floating), liquid and low-risk money market offerings and other fixed income instruments. One such fund is the Orcas Money Market Fund.
ALTERNATIVE OFFERINGS
Using our external relations, we offer three alternative investment solutions namely HEDGE FUNDS, PROPERTY FUNDS and the SHARI’AH WORLDWIDE FLEXIBLE PROPERTY FUND.
THE ORCAS ADVANTAGE
Orcas is committed to smart investments for better returns. This commitment is to our clients, stakeholders and prospects to ensure we fulfil our business requirements. Orcas can only achieve its vision and optimal performance by being inclusive, resilient, service-oriented and by incorporating diversity within our business practices & operations – including developing relationships with businesses in other industries and geographies. Engage us to see how we can start your journey of smart investments for better returns.