Benguela is a majority Black-owned investment manager (BBBEE level 1 contributor) , established by like-minded and experienced individuals, focused on delivering superior risk-adjusted returns for clients.
Our investment philosophy is grounded in disciplined, internal fundamental research. This approach allows us to identify companies with strong competitive advantages and sustainable growth prospects. Through our extensive internal research process we gain a thorough understanding of the companies in which we invest.
We offer investment management services for local (South African) equity mandates and access to global equity investing, primarily to institutional clients.
The name "Benguela"
The name Benguela was taken from the ocean current running up the west coast of Southern Africa. Ocean currents are located at the ocean surface and in deep water. The ocean, besides symbolising primordial roots of all life on the planet is, like investment markets, known for being unpredictable and uncontrollable, hard to navigate in time of storm and at other times beautifully calm. Despite the unpredictable and frequent volatility often witnessed on the surface of the ocean, the deep ocean currents continuously harness this volatility to deliver a predictable weather pattern over long periods of time.
As symbolised by the Benguela Current that runs deep below the volatile surface of the ocean, our founding principles are premised on a deep-rooted investment philosophy that seeks to harness the volatility in markets to achieve superior returns for our clients while avoiding undue risk. Additionally, like the Benguela Current that has local origins but global effects, we take a global rather than a narrow localized perspective on companies and industries, which enables us to extract unique insights which allow us to add value to client portfolios.