Objective
To achieve inflation beating returns by acquiring undervalued and high yield JSE listed companies and selling overpriced low yield companies. The majority of the capital is invested in blue chip companies. The investment duration is long-term.
Accreditation
Courtney Capital Management is an Authorized Financial Services Provider with FSP license number 43057.
Investment
Minimum investment R250k
Suggested time frame 3 years
Segregated client accounts
Domestic Equity CFD's
Details
No lock-in periods
Returns are reinvested
Risk profile is Moderate
Capital is not guaranteed
Low Fees
Zero Management fees
Zero Performance fees
CFD trades at 25 bps per trade
Returns are shown after costs
Why us
Consistent outperformance
In the past three years we outperformed our benchmark substantially. Our 3 year cumulative return sits at 54%, which is more than double the 19% of the JSE Allshare index.
Quick to react
We are small enough to be nimble, but large enough to handle any size trade. This gives us a competitive advantage so that we can enter and exit trades easily to maximise profits.
Personal attention
We are a diverse, experienced and client focused team - providing first class services to traders & investors. We have an open door policy, and time for individual attention.