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Adventis Africa Enhanced Income Strategy

Adventis provides investment advisory services on its African Enhanced Income Strategy. The strategy seeks to provide a consistent high yield with the potential of capital growth in US Dollars through investing in the African fixed interest universe.
Africa Enhanced Income Strategy
Investment Objective
The Africa Income Strategy will seek to provide a consistent high yield with potential of capital growth in US dollars through investing in high yield sovereign and corporate debt, and credit linked instruments issued by entities operating on the African continent (excluding South Africa).
Investment Process
The process combines both precise top-down and bottom-up analysis. The underlying philosophy of the investment process is to find excellent investment opportunities, on a risk-adjusted basis, via mispricing identification of value opportunities. The process aims to limit both volatility and drawdowns.
Type of Investments
African Sovereign Bond instruments in both hard and local currency (local currency government bonds, T-Bills), foreign exchange market instruments (non-deliverable forwards)
Strategy Duration
An average weighted maturity between one month and one year.
Instrument Currency
Hard currency and local currency instruments.
Target Return
USD Libor + 3%
Portfolio Breadth
A diversified portfolio that can invest across both the African continent and a range of fixed income and foreign exchange instruments. The portfolio currently holds twenty instruments.
Investment team
Joseph Rohm
Investment Committee
18 years of investment experience and previously managed the Africa public equity portfolios of Investec, Investec Investment Forum and the Investec Africa Macroeconomic Forum, Portfolio Manager of the T Rowe Price Africa and Middle East portfolios, Senior Emerging Market financial analyst T Rowe Price.
Brandon Quinn
Portfolio Manager (Saffron Wealth Pty Ltd)
Brandon has 16 years investment experience and was co-founder of Saffron Wealth, a specialist asset manager. He was previously head of Hybrid and Structured Investments at Metropolitan Asset Managers, Treasurer of Seaboard Overseas Limited, a NYSE listed commodity trading company. Prior to that he was at BoE Bank Treasury on the interest rate, currency and risk management desks. Brandon has extensive experience in credit, structuring, currency management and hedging and Brandon holds a Bachelors degree in Commerce and is a CFA Charterholder.
Anina Swiegers
Assistant Portfolio Manager and Lead Analyst (Saffron Wealth Pty Ltd)
Anina has 6 years investment experience and has been the lead analyst on the fund since 2013. Anina holds an Honours degree in Commerce and is a CFA Charterholder.
Disclaimer

This material is intended to be utilised for information purposes only. Should you choose to use this material for any other purposes other than information, you should do so with the assistance of professional advice. Adventis SA (Pty) Ltd not is acting or purporting to act in any way as an advisor. If you rely on this information for any purpose whatsoever, you do so at your own risk.

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This material is for information purposes only and does not constitute or form part of any offer to the public to issue or sell, or any solicitation of any offer to subscribe for or purchase an investment, nor shall it or the fact of its distribution form the basis of, or be relied upon in connection with any contract for investment. Investors should take cognisance of the fact that there are risks involved in buying or selling any financial product. Illustrations, forecasts or hypothetical data are not guaranteed and are provided for illustrative purposes only.

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