Local Equity

A focused equity portfolio of listed Botswana companies, selected through rigorous fundamental research.

A specialist equity mandate investing in listed Botswana companies, identified through rigorous bottom-up fundamental research and value-oriented security selection.

The Local Equity strategy concentrates on companies listed on the Botswana Stock Exchange, with holdings chosen through detailed fundamental analysis of each business, its management, and its valuation.

As a long-only, value-oriented manager, we look for quality companies trading below our assessment of their intrinsic worth, and we hold them with patience and conviction.

What it offers

  • Listed Botswana equities
  • Bottom-up fundamental research
  • Value-oriented selection
  • Long-term, high-conviction holdings

Who it is for

  • Investors seeking local equity growth
  • Clients with a longer time horizon
  • Mandates targeting capital appreciation

The value of investments can go down as well as up, and past performance is not necessarily a guide to future performance. This page is for information only and is not investment advice or an offer to invest. Please speak to our team before investing.

Interested in Local Equity?

Speak to an investment professional about how this strategy fits your objectives, risk tolerance, and time horizon.