CAPE MUNICIPAL PENSION FUND

Advisors and Asset Managers

Advisors

Wills Towers Watson

Investment, Consulting and Actuarial Advisor

Willis Towers Watson is a leading global advisory and broking group, advising many of the world’s largest retirement funds. Locally, we focus on providing high quality, independent advice to retirement funds in the areas of investments, governance and benefit design, and actuarial services. The South African firm, originally called Fifth Quadrant, has provided these services to the Fund since 1998.

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Alexander Forbes

Investment and Administration Services

Alexander Forbes is listed on the Johannesburg Stock Exchange (“JSE”). The main services provided by the Group include retirement funds and asset consulting, actuarial, investment and administration services, employee risk benefits and healthcare consulting, personal lines insurance, individual financial advisory and multi-manager investment solutions as well as focusing on the financial wellbeing and retail financial solutions for individual clients.

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Mortlaw Inc.

Legal Advisors

Jonathan Mort Inc. is a firm of attorneys which specializes in pension fund law and related governance issues. Our client base comprises pension funds, pension fund members, employers and service providers.

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Asset Managers

Allan Gray Limited

Investment Management

Allan Gray Limited is the largest privately held asset management firm in South Africa. They have an excellent long term track record for SA equities. Allan Gray is a strong believer in the investment approach advocated by Ben Graham.

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Investec Asset Management

Investment Management

Investec have a pocket of excellence within its SA equity asset class where John Biccard runs a portfolio according to the Ben Graham long term contrarian approach.

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Coronation Asset Management

Investment Management

Coronation Asset Management also has a very good long term track record for the SA equity asset class. Their investment approach is to take "bets" away from the benchmark and will change their investment approach depending on market conditions. Coronation is a more market orientated investment manager.

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Prescient Investment Management

Investment Management

Prescient Investment Management have a very good track record for the SA bond and cash asset class.

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Momentum

Investment Management

The Stable Portfolio is currently invested in the Momentum (previously called Metropolitan Life) Multi-Manager Smooth Growth Fund. Momentum / Metropolitan has a good track record for this product over longer measurement periods.

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Veritas Asset Management

Investment Management

Veritas were appointed in 2011. Veritas is an independent, employee-owned investment firm. The firm has a strong, investment-led culture focusing on long-term thinking with a thematic approach and non-benchmark oriented investing. Veritas is also a smaller asset manager (assets under management US $10 billion) focussing on mid size and large capitalisation companies.

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Contrarius Investment Management

Investment Management

Contrarius were also appointed in 2011. Contrarius is a relatively new investment company with the company only being started in 2008. However, its founder, Stephan Mildenhall, was previously a very successful fund manager with Allan Gray over an extended period of time. We rate Mr Mildenhall very highly and we believe that Contrarius has almost all the elements that make for a successful investment firm.

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Abax Investments

Investment Management

Abax Investments is an independent owner-operated investment firm founded in 2003. We are dedicated exclusively to fund management and manage R90bn across a focused range of equity, multi-asset and fixed income portfolios. Our key business objective is to deliver outstanding investment performance for our clients.

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Visio Capital

Investment Management

Visio Capital Management (Pty) Limited was formed in June 2003. The firm’s funds under management consist of equity long/short hedge funds, retail unit trusts, segregated long-only mandates and Pan-African funds with clients being mainly institutional in nature. The team follows an investment approach premised upon fundamental research and analysis applied across a range of equity investment strategies depending on mandates.

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Future Growth

Investment Management

At Futuregrowth we know that transforming South Africa is about a lot more than scorecards and tick boxes and so when considering what is required for transformation we include the impact our business and investments have on the broader environment in which we operate.

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Hosking Partners

Investment Management

Our investment philosophy, which has served clients well over many years, employs a behavioural approach to seek latent alpha. This results in a long-term investment horizon and a portfolio that is highly diversified by stock, yet powerfully concentrated in ideas.

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Colchester Global Investors

Investment Management

Colchester is a value oriented, global fixed income investment manager offering portfolios investing in high quality sovereign bonds. We provide investment management services to clients on a separate account basis for mandates over $75 million and to commingled funds which are open to investment from U.S and other investors.

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Old Mutual Investment Group

Investment Management

As a business, responsible investment (RI) is at the heart of our overall strategy. And our commitment and efforts towards delivering returns in a responsible and sustainable manner have again been recognised. Kigoda Consulting, an independent consultancy specialising in ESG research and analysis, has ranked us the best performing asset manager in SA.

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Value Capital Partners

Investment Management

An investment company which holds minority positions in listed companies and acts as an engaged shareholder in those entities to drive maximum returns for all stakeholders.

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Metropolis Capital

Investment Management

Metropolis Capital Limited is a UK based Investment Management firm, specialising in unconstrained, high conviction, global equity investment.

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Lansdowne Partners

Investment Management

Lansdowne Partners is one of the world’s leading investment management partnerships. Founded in 1998, the company manages assets for a diversified institutional client base that includes some of the world’s largest and most sophisticated investors.

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Lindsell Train

Investment Management

Our primary aim is to protect the real value of our clients’ capital over the long term. In so doing, we expect to outperform market benchmarks.

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Ardevora Asset Management

Investment Management

We are an investment team founded on the belief that making the most effective decisions for our clients means discerning both the reason and emotion behind the numbers.

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Coronation - Emerging Market Equities

Investment Management

The fund is suitable for investors: Looking for exposure to emerging markets equities. Who are in their wealth build-up phase and require little income yield in the short term. Seeking a diversification of returns within a total investment solution. Able to withstand short-term market fluctuations in pursuit of maximum total returns over the long-term.

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Global Thematic Partners

Investment Management

Global Thematic Partners, LLC ("GTP") is an independent investment management firm with offices in New York and Berlin. Our singular focus is thematic investment, a powerful approach that we have refined over many years to anticipate and capitalize on discontinuity and change around the world.

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GQG Partners

Investment Management

GQG Partners is a boutique investment management firm focused on global and emerging markets equities. Our primary responsibility is to help our clients secure their financial future, and we endeavor to create a business that is deeply aligned with our clients’ financial interests. Headquartered in Fort Lauderdale, Florida USA, we strive for excellence at all levels of our organization through a commitment to independent thinking, continual growth, cultural integrity and a deep knowledge of the markets.

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Pzena Investment Management

Investment Management

Pzena Investment Managementis a global investment management firm. We consistentlyapply a classic, deep value approach to investing thatrequires a commitment to research-driven stock selection.Our team focuses on research that yields a deep understandingof the long-term prospects and intrinsic value of acompany. The thoroughness of our research process givesus the confidence to make significant investments inbusinesses whose low present value has been set by investorswho cannot look past near-term problems.

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Sands Capital

Investment Management

We exist to add value and enhance the wealth of our clients with prudence over time. For over two decades our growth-oriented philosophy and proprietary, criteria-driven fundamental research has been at the heart of executing our mission.

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Brandywine Investment Management

Investment Management

Brandywine Global, as an independent affiliate of Legg Mason, offers the advantages of an investment boutique backed by the resources and infrastructure of one of the world's leading asset managers. With headquarters in Philadelphia and offices in London1, Singapore2, San Francisco, Toronto3, and Montreal3, we are committed to bringing value to all our relationships.

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Resolution Capital

Investment Management

We have established a differentiated approach to global real estate securities investment. Our disciplined investment process emphasises a global sector perspective and focuses on long term wealth preservation and appreciation. We believe listed real estate offers investors competitive total returns, a stable dividend yield and portfolio diversification. Our clients include leading institutions from around the world.

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