We invest locally and globally to ensure that our Institutional Clients get the safest and best returns for their ultimate beneficiaries – shareholders, pensioners, widows and orphans.
We adopt a Multi-Manager Approach, suitable for managing large asset management mandates across a range of asset classes and client needs.
Welcome to TRG-MBUSO
About us
TRG-Mbuso was formed out of a desire to make a positive difference in the South African Asset Management Industry. Our wish is to deliver superior returns to our clients, while at the same time contributing to the upliftment of our schools and communities in a lasting and meaningful way.
We want to change the impact landscape far beyond what we are expected to do. Our wish is to create a legacy of giving that positively impacts the disadvantaged among us for generations to come.
TRG-Mbuso is a linking of the Old and the New, combining decades’ worth of award-winning performance and exceptional growth in Asset Management, with dynamic Business and Financial Services experience, and Strategic Insight, to produce South Africa’s most exciting Black-Owned Asset Manager: TRG-Mbuso.
We bring stability and innovation, with a unique ‘Institutional Funds Only’ approach that we believe will give us the required edge to become one of South Africa’s foremost Black-Owned Asset Managers. We believe asset allocation is the fundamental driver of investment returns. We implement our investment process consistently over time to achieve this.
TRG-Mbuso will become a leading Black Empowered Asset and Fund Manager, combining a core asset management strategy with a private equity/debt investment strategy for our Institutional Investors wishing to preserve capital, generate returns and make a meaningful contribution to the South African economy.
Goals & Vision
Our goal is to become one of the top Black-Owned Asset Management firms in our country, with a reputation for honesty and integrity, innovation and stability, evidenced by solid and dependable performance, while creating a legacy of upliftment and change.
Our Investment Strategy and Processes
We invest locally and globally to ensure that our Institutional Clients get the safest and best returns for their ultimate beneficiaries – shareholders, pensioners, widows and orphans. We adopt a Multi- Manager Approach, which is most suitable for managing large asset management mandates across a range of asset classes and client needs. The model is a proven Asset Management tool and is scalable, flexible and efficient.
Approach
The Multi-Manager investment approach enables the Company to offer bespoke investment solutions to its clients, by using a “best-of-breed strategy”. We identify, analyses and selects top performing funds (local and international) in a cross-section of asset classes, thereby allowing TRG-Mbuso to blend the top equity and fixed-income managers into a single, high-quality investment. This approach delivers the following benefits for its clients:
Rich diversification…
across different managers, investment styles, and geographies;
Optimal blend…
of active and passive strategies;
Seamless…
fund rebalancing;
Lower volatility…
than a stand-alone fund;
More consistent…
performance;
No single…
manager risk; and…
Extensive and on-going…
due diligence conducted on current and prospective fund managers.
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In essence, the Multi-Manager approach is designed to provide a simple means of achieving asset manager/fund diversification across a range of asset classes and solutions for consistency of expected returns and a “sleep at ease” experience for clients.
The Company has established relationships with amongst others the following local and international fund managers: Sanlam, Old Mutual, Stanlib, Investec, Allan Gray, Coronation, BlackRock, Baillie Gifford, Nomura, Dodge & Cox, GinsGlobal, iShares ETF (by BlackRock), and Catalyst.
The core asset classes are: bonds and fixed income instruments, local and offshore equities. We also offer cash management/treasury function to enable a seamless balancing and adjustment of the portfolio. The Company makes use of established asset management platforms, back and middle office systems.
Validation of our approach and philosophy was recently recognised at the Citywire SA DFM (Discretionary Fund Manager) awards in Cape Town in October 2022, being chosen as:
Citywire SA DFM AWARDS 2022
- Finalist for Best Overall Investment Performance;
- Finalist for Multi-Asset South Africa – Medium Equity;
- Winner of Multi-Asset South Africa – Flexible Fund; and
- Winner of Multi-Asset South Africa – High Equity
(there were only 4 categories, we featured in all 4)
The awards recognise discretionary fund managers’ (DFMs) risk-adjusted performance over the last three years in the funds they manage. The Multi-Asset High Equity category is the most competitive sector as most Balanced Funds are represented here, which makes TRG’s achievement noteworthy as it edged out many large and ‘traditional’ competitors.
This Award Winning investment team, provides TRG-Mbuso with the engine-room for the Company’s Asset Management capacity. The existing team will be expanded to include young black professionals in line with the Company’s ethos.
The question is often asked, “Why should we choose you?”
The Answer is simple: “Because we regularly and consistently outperform our peers and the indices.”