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OUR JOURNEY

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For centuries, mariners maintained their bearings by the presence of the unwavering Southern Cross constellation,  which allowed them to remain on course and navigate through a volatile and unpredictable environment.

 

In much the same way, clients today need focused and dedicated guidance to voyage through any economic climate. It is from this belief that SouthernCross Capital was conceived.

With over 30 years of collective experience in asset management, we set the best possible course for every investment, and have invested our own liquid wealth into our funds. This provides the assurance that we invest alongside our clients and that our interests are fully aligned.

 

We are as invested in our funds as you are.

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OUR TEAM

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COBUS POTGIETER

Portfolio Manager

BCom (Hons Investment Management)

CFA®, CAIA® Charterholder

Cobus contributes 14 years of investment experience to the team. Prior to his current position, he held the roles of Chief Investment Officer and Portfolio Manager at AIP Capital Management for 4 years, and worked as a Senior Analyst at Nitrogen Fund Managers for 8 years.

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WILHELM LANDMAN

Portfolio Manager

BCom (Hons Financial Analysis)

CFA® Charterholder

Wilhelm brings 9 years of investment expertise to the table. Before his current role, he served as Portfolio Manager at AIP Capital Management for 4 years. Wilhelm also gained 3 years of experience as an Analyst at Nitrogen Fund Managers.

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OUR PHILOSOPHY

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The skilled and experienced skipper uses detailed analysis and key facts to chart his course. At SouthernCross Capital, our collective knowledge and experience, together with an analytical way of thinking, results in in-depth analysis and objective valuations.

 

When markets retreat, we stick to our course, certain in our  decisions. In fact, in market conditions in which most fund managers struggle to produce returns for their clients, our strategies tend to thrive.

 

This is fundamental to our unique and progressive investment approach.

 

Operating within the equity market universe, we provide alternative investment products in the form of hedge funds.

 

Rather than holding monthly committee meetings, ours is a continuous investment management process. We operate in an open-plan office, where we have created an environment of enduring engagement, critical thinking and debate. Our investment decisions are consensus-driven - we have a horizontal management style.

 

All team members are analytical. Whenever we make an investment, we ensure that we have a deep understanding of a company's business, its financial reporting and the particulars of its legal structures.

We are traders. We have a deep understanding of the equity market, the behaviour of participants and why mispricing occurs.

We are active participants in the corporate finance process. We have extensive experience of corporate actions and how these create opportunity.

We embrace technology and the latest tools in performing investment management. To this end, we have developed a proprietary trade execution and portfolio management system. We utilize electronic and algorithmic trading. We shy away from traditional techniques, including the use of equity desks and sell-side research.

We are a boutique fund manager. This makes us entrepreneurial, flexible and nimble in a market dominated by a handful of large players that are unable to adjust to changing conditions in the same way. This isn't merely a function of success to us - remaining small and nimble is central to our philosophy.

Because we are boutique and small, we are able to grant our limited number of clients extraordinary engagement and are able to work with clients to develop products they require.

Our service levels are superb.

THIS IS US IN NUMBERS

89%

Positive months experienced in the SouthernCross NCIS Market Neutral RHF

3

Industry awards

and nominations

7+

Years track record

0

Negative annual returns

INVEST NOW IN SOUTHERNCROSS FUNDS

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