SOUTHCHESTER INVESTMENT MANAGERS

We are a niche fixed income asset manager. One of our specialities is the ability to create and manage liquidity for our clients and their portfolios. We also focus on developing and providing tailored fixed income solutions for institutional and corporate clients. Our international offering also focuses on sophisticated high-net-worth families.

Southchester Investment Managers (Pty) Ltd is an authorised financial services provider in terms of the Financial Advisory and Intermediary Services Act, 2002: FSP No. 44868.

Our funds

• Southchester (RF) Limited, a public company whose main focus is to issue short-dated commercial paper to asset managers and institutional investors.
• Northchester (RF) Limited, a public company whose main focus is to issue medium to long-dated high-yielding commercial paper to asset managers and institutional investors.
• The Southchester Smart Escalator Prescient QI Hedge Fund is a geared money-market fixed income hedge fund targeting institutional and qualified investors.
• The Southchester IP Optimum Income Fund is a fixed income fund targeting corporates and high-net-worth individuals seeking a stable after-tax return.
• The Southchester Worldwide Income FR QI Hedge Fund is a qualified investor hedge fund (QIHF). The fund is a leveraged fixed income hedge fund and predominately invests in US dollar denominated assets including qualifying foreign based USD denominated funds where Southchester is involved. The fund will target South African and international institutional clients and HNW individuals

Southchester Smart Escalator Prescient QI Hedge Fund

Our flagship qualified investor hedge fund is a fixed income hedge fund, which seeks to generate a superlatively stable return of Repo + 4%.

The fund targets retail and institutional investors wishing to achieve regular, high income returns and is invested in major South African and international banks as well as leading corporate issuers

There are no performance fees and the fixed management fee is 1.3%.

Investment team

Southchester has an experienced small team. Below are short summaries of the team members actively involved with our hedge funds.

Andra Greyling tarted her career in fixed income investment and trading in 1988. She has worked for various institutions and niche banks. She has a BCom Business Economics and a BCom Honours in Investment Management. She is an active member of IWEC.

Gregg Bayly has 28 years’ experience in financial services. Gregg originally trained as an accountant, obtained a BCom Honours degree and later became an associate member of the British Chartered Institute of Management Accountants, after which he studied law and obtained an LLB degree.

Jeleze Hattingh has nearly 20 years’ financial markets experience ranging from operational risk, financial engineering and strategic change management to both portfolio and executive management. She holds an MSc BMI cum laude and is a member of the CFA institute.

Taryn Visser has over 15 years’ experience in the financial services industry. After obtaining her BCompt degree and SAICA articles, she moved to fund service back-office administration and has managed fund accounting teams at both Maitland Group SA and State Street.

Catharina Stone has worked in senior financial positions since completing her articles at a Big Four firm in the mid-nineties. She has worked in various industries, ranging from manufacturing to financial services, and for businesses that vary in size from small family-owned businesses to multi-national corporations. She holds the CA(SA) and CGMA/ ACMA (UK) qualifications

Bertus Enslin is a skilled distribution specialist with over 30 years’ experience in the financial markets. He plays an active role in promoting Southchester and its niche products.

Debbie Eksteen manages cash and margin reconciling on a daily basis.

Kai Greyling handles all trade booking, reconciling and the daily maintenance of fund data.