Managed Portfolios
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Managed Portfolio Services
Your Path to Simplified, Professional Investing
Welcome to Herenya Capital Advisors, your trusted partner in global asset management and managed investments. Our firm specializes in expert portfolio management, providing tailored solutions to meet the diverse needs of our clients.
Discover our two flagship portfolios: the Herenya Strategic Opportunities Portfolio and the Herenya Global Long-Term Equity Portfolio.
Whether you’re navigating opportunities in the local South African market or seeking diversification on a global scale, our team is equipped with the knowledge and resources to guide you towards your investment objectives in portfolio management and managed investments.
South African Portfolio
Herenya Strategic Opportunities Portfolio
While traditional investment funds often adhere to either momentum or value trading, Herenya Strategic Opportunities Fund operates in a league of its own, leveraging unconventional methodologies to achieve exceptional returns.
Unlocking Strategies for Superior Returns
In contrast to the common approaches of trading what’s currently in vogue or seeking undervalued stocks, Herenya embraces a diverse landscape of market dynamics to gain a strategic edge. Our portfolio managers employ proprietary techniques, ensuring a unique investment experience with promising outcomes.
South African Market Strategies
At Herenya, we redefine conventional wisdom, unlocking untapped potential in the world of investments. Experience the difference with Herenya Strategic Opportunities Fund – where innovation meets profitability.
Our Approach to Trading
Contrarian Investing
Extensive statistical evidence supports the notion that buying into extreme pessimism yields significant short-term gains, while the converse applies to periods of excessive optimism. We strategically allocate cash reserves to seize upon these opportune moments.
Reacting to Research House Insights
Large research houses wield considerable influence over short-term stock movements. Herenya strategically trades on upgrades and downgrades issued by these entities, a tactic often overlooked by mainstream funds.
Navigating Index Rebalances
Through meticulous analysis, Herenya identifies and exploits opportunities arising from index rebalances. By tracking the entry, exit, and rebalancing of index constituents, we leverage liquidity shifts to our advantage, enhancing portfolio performance.
Harnessing Technical Analysis
While many funds disregard technical analysis, Herenya specializes in leveraging technical setups to generate alpha with minimal risk. Our adeptness in identifying and capitalizing on technical patterns provides us with a consistent stream of alpha-generating opportunities.
Innovation Meets Profitability
Portfolio Objective
The Herenya Strategic Opportunities Portfolio aims to provide stable returns to investors seeking a medium to higher risk actively managed portfolio focused on the South African market.
Investor Profile
This portfolio is suitable for medium to higher risk-seeking long-term investors who are building wealth and seek access to our best ideas in the South African market.
Important Information
- Minimum Investment: R 250,000
- Portfolio Benchmark: JSE All-Share Index
- Fee Structure: 1.50% annual management fee, with a performance fee of 20% of returns above the benchmark, calculated quarterly.
The Herenya Advantage
As a boutique firm, Herenya possesses the agility to swiftly respond to market shifts. We’re here to assist you in making informed investment decisions and achieving your financial objectives.
Uncorrelated Performance
Herenya’s investment approach remains detached from traditional market trends, offering investors a unique avenue for diversification.
Resilience in Volatility
In times of market turbulence, Herenya excels, delivering robust performance that outshines competitors through our expert asset management services.
Agility and Adaptability
Our small investment committee facilitates prompt decision-making, a distinct advantage in today’s rapidly evolving landscape.
Offshore Portfolio
Herenya Global Long-term Equity Portfolio
Our global equity portfolio, the Herenya Global Long-Term Equity Portfolio, harnesses two fundamental investment themes: Global Macro and Undervalued Equities. Overlaid with a sophisticated mean reversion system tailored specifically for the US markets, our approach ensures robust performance even in volatile conditions.
Global Macro Strategy
The cornerstone of our investment philosophy is the Global Macro strategy, which identifies and capitalizes on early shifts in macroeconomic themes. By positioning our investors ahead of these pivotal changes, we aim to maximize returns while minimizing risk exposure. Early adoption of emerging trends presents unparalleled opportunities for substantial rewards with minimal risk.
Offshore Long-term Assets
Employing a comprehensive array of proprietary signals, our seasoned portfolio managers leverage years of market expertise to navigate constantly evolving landscapes.
Undervalued Equities Approach
Our team identifies stocks that have been overlooked due to past challenges or mismanagement, presenting compelling opportunities for value-driven investors. These equities typically trade below their intrinsic worth, offering a margin of safety that mitigates risk.
Harnessing our proprietary Macro signals, we validate potential investments to ensure they are poised for sustained growth and have favourable tailwinds in the foreseeable future. This process enables us to capitalize on undervalued assets while minimizing downside risk, thereby enhancing the resilience of our portfolio.
At Herenya, we remain steadfast in our commitment to delivering superior long-term returns through a blend of proactive macroeconomic insights and disciplined value investing. With a focus on risk management and value creation, our Global Long-Term Equity Portfolio offers investors a robust foundation for achieving their financial objectives.
Achieving Financial Objectives
Portfolio Objective
The Herenya Global Long-term Equity Portfolio aims to provide stable returns to investors seeking a medium-risk offshore equity portfolio denominated in US Dollars.
Investor Profile
This portfolio is suitable for cautious long-term investors who are building wealth or protecting capital, seeking access to our best ideas globally, excluding South Africa, without taking excessive risk.
Important Information
- Minimum Investment: $ 35,000
- Portfolio Benchmark: All Country World Index
- Fee Structure: 1% annual management fee, with a performance fee of 20% of returns above the benchmark, calculated quarterly.
Advanced Market Analysis
Our portfolio combines global macro strategies and undervalued equities, supported by a mean reversion system. This approach delivers consistent performance even in volatile market conditions.
Sentiment Analysis
Understand market sentiment to identify shifts in optimism or fear. This approach helps us seize opportunities at the right moments for enhanced investment outcomes.
Positioning Metrics
Leverage insights into how market participants are positioned. By analyzing trends, we make informed decisions to align portfolios with the most promising opportunities.
Intermarket Insights
Analyze relationships across markets to uncover hidden opportunities. Our intermarket approach ensures a comprehensive view, helping to optimize performance and mitigate risks.
Managed Portfolio Services
How to Invest
To invest in either portfolio, please use the application form on this page, or contact us directly for more information. We’re here to assist you in making informed investment decisions and achieving your financial objectives through our expert asset management and managed investment services.
Invest With Us
Contact Details
For inquiries or to discuss your project needs, contact us today. We look forward to partnering with you!
General Inquiries
010 443 8801
Email Address
info@herenya.co.za
Office Hours
Mon to Fri: 08:00 – 17:00
Our Offices
1st Floor, Block C, Eagle Canyon Office Park, 3886 Jan Frederick Ave
