invest in quality

Investing in Quality companies with Earnings Strength is the cornerstone of our investment philosophy.

Quality companies tend to generate higher returns on a more sustainable basis and offer more predictable profit growth.

Given our focus on quality, the BlueAlpha portfolio construction approach captures the following key features - Capital Preservation, Yield and Growth.

who we are

  • An established company founded in 2003

  • Annualised returns > 20% since inception

  • Consistent top quartile performance

BlueAlpha Investment Management is a South African based asset manager which was established in 2003. Our primary focus is on equities - both domestic and global. We also manage domestic balanced portfolios and have a proven capability in asset allocation.

Our long term track record demonstrates our ability to create wealth for our investors. We offer investment products for both institutional and individual investors.

Our investment in quality is founded in our top tier investment team. Our key portfolio managers, each with more than 20 years’ experience, have been recognised for outstanding investment performance in various fund classifications. Read a bit more about them in Meet The Team

how we invest

We are primarily a Quality investor with a major focus on the Earnings Cycle.

 

Why quality?

Quality companies offer sustainably higher returns – a characteristic which typically is not duly appreciated and therefore undervalued by the market.

Earnings from quality companies are more predictable and typically defensive in nature, which is why a Quality investment style outperforms in downturns.

To quote Benjamin Graham, “The greatest losses result not from buying quality at an excessively high price, but from buying low quality at a price that seems good value”.

 

Why earnings?

Over the long term investment returns are always directly linked to earnings growth. Therefore investing in companies where earnings are both sustainable and robust is a sound basis for delivering investment returns.

 

Our key skills are in equity selection and asset allocation. Portfolios comprise our best investment ideas and are built on a bottom-up basis.

Our quarterly newsletters provide insight into some of our investment thinking and can be found here:

Newsletters & Media

our funds & performance

We focus on delivering top quartile investment returns through capital preservationyield and capital growth.

  • South African Equity - Flexible

    BlueAlpha MET All Seasons Fund

    The BlueAlpha All Seasons Fund is a flexible portfolio, having the primary objective of providing investors with reasonably high levels of capital growth. The fund typically runs with a high equity exposure and is benchmarked against a CPI + 5% return.

  • South African Equity - General

    BCI Select Equity Fund

    The BCI Select Equity Fund is a general equity fund with both domestic and global equity exposure. It aims to provide long run equity market outperformance and is benchmarked against the SWIX Index.

  • Global Equity Fund

    BCI Global Flexible Fund

    The primary objective of the BCI Global Flexible Fund is to offer investors a high long term total return by investing across global markets. The fund is focused on investing in developed market equities. It benchmarked against the MSCI All Country World Index in Rands.

  • Institutional Equity

    Domestic Equity

    Our domestic equity product aims to provide long run equity market outperformance and is benchmarked against the SWIX Index.

  • Institutional Balanced

    Domestic Balanced

    Our domestic balanced products range from high equity to cautious mandates with customised benchmarks to suit the investment objectives. We consider the real yields across all asset classes and the long run signals these provide in determining our optimal asset allocation.

  • Institutional Global

    Global Equity

    Our global equity product focuses on developed market equities and is benchmarked against the MSCI All Country World Index.

invest with us

Our long term track record demonstrates our ability to create wealth for our investors.

Individual Investors

When it comes to investing to meet your long term financial goals, you should consult your investment advisor to ensure you have investments that are suitable for your risk profile. Individual investors get access to our investment process via our BlueAlpha managed unit trusts:

Flexible Equity – BlueAlpha MET All Seasons Fund

General Equity – BCI Select Equity Fund

Global Equity – BCI Global Flexible Fund

Subscription documents are available in the product section of the funds. 

If you would like further information or to arrange a discussion with our team, please contact Melissa Maingard on +27 21 409 7100 or clientservices@bluealphafunds.com

Institutional Investors

We currently manage South African focused equity and balanced mandates in addition to a global equity product.

If you would like further information or to arrange a meeting with our team, please contact Duncan Greenwood on +27 21 4097100 or info@bluealphafunds.com.

 

BlueAlpha Investment Management is a registered Financial Service Provider (FSP 118) with the Financial Services Board of South Africa.

meet the team

Investment Team


B Acc (Hons), CEO, Portfolio Manager



B Sc, MBA, CIO, Portfolio Manager


B Bus Sci, CFA, Portfolio Manager



B Compt (Hons), CA (SA), Portfolio Manager



B Bus Sci, CA (SA), CFA Investment Analyst


B Com (Hons), CFA (II) Quants & Risk Analyst


Business Team


B Com, Chief Operating Officer



B Acc (Hons), CA (SA), Financial Officer



B.BusSci (Hons), Operations Analyst




Accounting Officer



Retail Client Services


contact us

Cape Town

  • +27 21 409 7100

  • +27 21 425 6560

  • info@bluealphafunds.com

  • 23rd floor, Triangle House,

  • 22 Riebeeck Street,

  • Cape Town 8001, South Africa

  • PostNet Suite 33,

  • Private Bag X3

  • Roggebaai 8012

Claremont

  • +27 21 409 7100

  • +27 21 425 6560

  • info@bluealphafunds.com

  • 4th floor, Protea Place

  • 47 Dreyer Street

  • Claremont 7708 South Africa

  • 1 + 1 =