“Anchor Asset Management is the business within the Anchor Group focused on servicing institutions and financial advisors. The team, consisting of experienced, highly skilled investment professionals, offers products across the risk spectrum to retail and institutional clients, locally and offshore.”

SELECT BCI FIXED INCOME FUND

managed by Anchor Capital

17 Investment Professionals

AUM R50 billion

Local and global products

Background

Anchor Capital is a JSE-listed wealth and asset management business. Anchor has more than R50 billion of assets under management and advice. The team includes 17 dedicated investment professionals, with a multi-disciplinary skill set. Anchor offers products both locally and globally with offices in South Africa and England. 

Investment Philosophy and Process

The yield of the fixed income portfolios is the most important. All things being equal, the higher the yield on a fixed income portfolio, the better the outcome for the investor. Anchor adds value to investors by increasing the yield through a cautious approach towards credit risk which requires.

  • bottom-up fundamental research;
  • portfolio diversification strategies; and
  • a strong preference towards investment grade credit risks.

The team at Anchor supplements this approach by applying an economic overlay to the portfolio construction process. This approach allows them to add value through a soft touch duration management strategy. Anchor will gently tilt a portfolio in the direction of the prevailing economic winds in order to gain a little extra benefit for investors. This ability to combine high quality credit risk with an economic understanding gives the team a distinct advantage in managing fixed income portfolios.

Anchor’s team is particularly focused on risk management within their fixed income processes. They put a significant emphasis on understanding the mitigating the risks that arise in the course of ordinary investing activities.

CORE INVESTMENT TEAM

Nolan Wapenaar

Nolan is a CA(SA) and holds an MCom qualification.

He has 20 years of fixed income experience that he gained in London, New York and South Africa. He has previously worked at Rand Merchant Bank (now RMB Holdings Limited) and the Deutsche Bank.

Team member Position Qualifications Years’ experience
Thomas Hendricks
Trade Execution
B.Sc & Masters Mech Eng
4
Casey Delport
Analyst
Mcom
1
Lelethu Poswa
Analyst
BBusSC
2
Craig Ronnenbergh
Trade Execution
BCom
4