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00:29
James Faircliff and Richard Böttger both started trading stock at the age of 13. Started to invest together in 2001 and formed Tower Capital in 2008. Current track record with 52 months trading is 22% net. Liquid access into African frontier markets. Long low beta and short high beta stocks. Trading exclusively through the Johannesburg Stock Exchange (JSE).
02:59
High conviction, concentrated portfolio combines 4 sub strategies: 1. Fundamental Long. 2. Fundamental Short. 3. Opportunistic Trading. 4. Short Hedge. Thematic investment focus on the mid-market. Both short sub-categories are profitable. Actively trade around the core positions.
05:52
Getting exposure to the Pan-African consumer story through JSE listed stocks: - Number of SA companies operating in other African countries exploded since 2006. - Benefits of strong corporate governance and liquidity afforded by the JSE. - Preferring “cautious” management teams with credible African strategy.
08:08
Risk Management. “It’s the downside you need to worry about. The upside will look after itself.” Careful selection of continental themes and sectors. Concentrated positions on carefully screened companies to minimise risk. 2 short sub-strategies offer downside protection. 90% of the time the JSE has been up, the Tower Fund has been up. 2 out of 3 times the JSE has been down, the Tower Fund has been up.
11:24
Very strict corporate governance: Tower employees not allowed to trade own accounts. Funds are accessible for international investors via Cayman and Delaware mirror funds. Hedging costs currently at 4% Prime brokers are Peregrine (ZAR fund) and Goldman Sachs, Barclays and soon to come Morgan Stanley (USD Fund).

Tower Capital: Getting liquid access to African frontier markets

Dec 16 2013 1 Comment
Richard Böttger and James Faircliff both started trading stock at the age of 13. They began to invest together in 2001 and formed Tower Capital in 2008. Tower Capital Management is an alternative strategies South African fund manager, providing liquid access into African frontier markets to both onshore and offshore investors.

The number of South African companies operating in other African countries has exploded since 2006. Tower trades exclusively through the Johannesburg Stock Exchange (JSE), taking advantage of the stron ...more

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