WHY EAU ROUGE

Eau Rouge exists to bring to clients a level of quality in investment management that they may have struggled to discover before. We are long term, ‘buy and hold’ investors in companies which we expect to compound in value over the years and thereby deliver top class risk-adjusted returns over any longer term period. Our fees are transparent. We do not charge performance fees for doing our job well, instead we invest our own money alongside yours, ensuring that our interests are completely aligned. We take care to get to know our clients so that we can afford them the peace of mind of knowing that their best interests are thoroughly understood and catered for.

We act on a discretionary basis and manage personalised portfolios across the entire spectrum of domestic and offshore asset classes. Our target client base includes:

• High performance individuals investing in excess of R2 million
• High net worth individuals investing in excess of R5 million
• Trusts
• Charitable institutions
• Institutional investments in excess of R20 million

We have established an enviable track record in portfolio management in South Africa which identifies us as one of the country’s top performing investment houses. We aim to differentiate ourselves by offering our clients an investment approach normally found only in leading institutional fund management operations and not usually available to private client investors and trusts, while retaining personalised service to ensure our clients receive service excellence at each interaction.

Segregated accounts are managed by Eau Rouge but administered by selected specialist administrators.

• We partner with selected administrators to ensure the highest level of security of clients’ assets, with full transparency and entitlement. This leaves Eau Rouge free to focus on our core competence, investment management.
• Our disciplined and consistent execution across all accounts using sophisticated investment monitoring tools and techniques, ensures each client’s portfolio receives the full benefit of our established investment process. We are flexible in accommodating specific client needs, but have no tolerance for the whims and biases of individual portfolio managers.

We aim for consistently superior returns over the longer term, and manage risk carefully to ensure it is commensurate with expected returns. Our successful track record is backed by our:

• research driven and disciplined investment process,
• clearly defined investment philosophy, and
• well-balanced and highly motivated investment management team

Asset management is our skill set, and it is all we do, backed by best-of-breed administrative systems which allow us to concentrate on investment management. We are independently owned and managed, avoiding the distractions and conflicts of interest often problematic in big organisations. We ensure that our interests are keenly aligned with those of our clients by requiring that all professional staff at Eau Rouge invest meaningful portions of their personal wealth in keeping with that of our clients. In short, our business is designed to ensure we focus on making a genuine difference to your financial well-being.

The effectiveness of our investment process relies on a disciplined and uniform application of investment decisions across segregated portfolios, which calls for our clients to have broadly similar investment objectives. If you fall within our target client base, we invite you to contact us to discuss your investment objectives and acquire more information regarding our tailored services.