We invest our clients’ money to provide them with excellent long term investment returns. We are active, valuation driven long term investors and generate returns by adhering to a clearly defined investment philosophy.
We believe that investing in businesses by buying shares is the best way to grow your money over the long term. Afena Capital is primarily a specialist equity investment firm. Determining equity valuations is our core competency. In our balanced portfolios, we leverage our equity valuation skills to allocate assets across different asset classes based on the relative valuation of equities in order to preserve and grow our investors’ capital.
Independent, proprietary research is the basis of our investment decisions.
Quality in-depth fundamental research is the heart of our process. Our analysts make use of detailed independent and proprietary research to assess investment ideas and the opportunities that they offer relative to their risks. This enables us to make good long term investment decisions with confidence and conviction. There are always risks with investing, but we take great care to manage and control these risks.
Our portfolio managers work as a team, but are individually accountable.
Our highly experienced portfolio managers remain individually accountable for their decisions but operate in a team based environment. The team that manages clients’ assets today is the same team that has been managing clients’ assets since our inception.
Our professional client service team means that we have a more focused investment team.
Our professional client service and operations teams enable our investment team to focus on investment results. The members of our business team (client service and operations) are highly experienced in each of their areas of expertise. The strength of these teams ensures that our analysts and portfolio managers remain completely focused on research and portfolio management.