Imara Asset Management is one of the most established, top performing, long-only equity fund managers operating in Africa offering a range of funds and segregated portfolios to investors in Africa and internationally.
A research driven institutional approach built around a repeatable process that has evolved over ten years.
An information advantage from Imara’s footprint across Africa.
Success at consistently delivering returns in excess of African growth with lower volatility, evidenced by the long top quartile track records of our products.
CONTACT US
Tel: +230 (263) 1490
Email: imarafunds@imara.com
Philosophy
To deliver strong returns and manage portfolio volatility by taking advantage of unique characteristics of African equity markets.
STYLE
Pan African, long only, index agnostic, with a fundamental, research intensive, bottom up, high conviction approach holding investments for the longer term.
TEAM
The team has worked together for over 14 years, with one of the longest track records researching African equities, initially as the first pan African sell side research team and then as portfolio managers for one of the earliest pan Africa funds investing in listed equities.
The portfolio managers are all shareholders in the company as well as investing 50% of their dividends and bonuses back into our funds.
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PROCESS
Institutional repeatable research process identifies companies with sustainable barriers to entry, robust cashflows and returns in excess of the cost of capital, through the cycle, as well as high quality management, strong corporate governance and reasonable valuations.
We seek corporate champions that beat competitors to the consumer’s wallet with superior brands, technology and infrastructure and target underpenetrated industries with domestic demand drivers. We do not sacrifice quality to purchase cheap companies.
In building our portfolios we are mindful of the current macro themes that may impact a company’s business model or indicate shorter themes we want exposure to.
PRODUCTS
| Strategy (currency) | Benchmark | Inception | Portfolio Manager | |
|---|---|---|---|---|
| Segregated Portfolios | Pan Africa | Bespoke | Apr 2012 (6 yrs) |
C. Bandason, R. Orth, T. Schroenn |
| Imara Africa | Pan Africa ex SA (USD) | Best Ideas | Apr 2009 (10 yrs) |
C. Bandason, R. Orth, T. Schroenn |
| Imara African Opportunities | Pan Africa ex SA (USD) | Best ideas | Jul 2005 (12 yrs) |
C. Bandason, R. Orth, T. Schroenn |
| Imara Zimbabwe | Zimbabwe (USD) | Best ideas | Feb 2007 (11 yrs) |
C. Bandason |