Multi-Strategy Asset Management · Stellenbosch

Traditional &
Alternative
Convergence.

A scaled multi-strategy asset manager built around a proprietary Convergence Framework — systematically bridging traditional liquid portfolios with alternative asset sleeves across a unified, technology-enabled platform.

R1bn+
Target AUM (5 yr)
15%
Target Net Returns p.a.
4
Core Strategy Pillars
1.2+
Target Sharpe Ratio
Convergence Framework™
Core Strategy Pillars

Four pillars.
One unified framework.

Each pillar is managed as a complementary sleeve through a single risk budget and macro regime lens — not as isolated silos.

01
Traditional Multi-Asset Core

Global equities, investment-grade and high-yield fixed income, and systematic macro overlays. The liquid, daily-dealing foundation of every portfolio.

EquitiesFixed IncomeMacro
02
Hedge & Absolute Return

Multi-strategy hedge allocation: L/S equity, global macro, event-driven, and quantitative. Targets positive real returns across all market regimes.

L/S EquityQuantEvent-Driven
03
Private Equity Co-Investment

Strategic investment and capital into high-potential enterprises across Africa — partnering with founders who build businesses of consequence.

BuyoutGrowthAfrica
04
Real Assets & Funds

Selective co-investment alongside top-quartile GPs in buyout, growth equity, and venture. Enhanced access with reduced fees and faster deployment.

VenturePE FundsCo-Invest
Investment Thesis

The Convergence
Framework

IsimoVest's defining edge — treating traditional and alternative allocations as a unified whole.

IsimoVest's edge is the Convergence Framework — a unified investment process that treats traditional and alternative allocations not as separate silos, but as complementary sleeves managed through a single risk budget and macro regime lens.

Our strategy capitalises on IsimoVest's expertise in identifying undervalued, high-potential businesses, blending public-market agility with private-equity-style active management.

Value Creation & Active Management

Drawing on our Private Equity roots, we actively engage and participate within the companies we have a long position in, to unlock maximum value.

Strategic Guidance

Advise management on operational efficiencies, digital transformation, and ESG compliance.

Network Access

Leverage IsimoVest and RMB networks for partnerships, co-investments, or M&A opportunities.

BEE Mentorship

Support portfolio companies to achieve higher BBBEE scores, enhancing marketability.

Exit Planning

Position pre-IPO investments for JSE listings or trade sales within 2–3 years.

Risk Management

A disciplined
risk architecture

Diversification

Max 10% AUM per position; 20% per sector; 50% in defensive sectors (e.g. consumer staples).

Max 10% per position · 20% per sector

Hedging

Short positions and macro trades offset market risk; net exposure maintained at 50–80%.

Net exposure 50 – 80%

Liquidity

Focus on liquid JSE stocks (avg. daily volume >R1m); illiquid positions limited to 10% of AUM.

Illiquid limit 10% AUM

Risk Monitoring

Real-time portfolio analytics via Bloomberg/Reuters; weekly VaR assessments across all positions.

Weekly VaR · Bloomberg / Reuters

Downside Protection

Stop-loss triggers at -15% per position; stress-tested for ZAR volatility and EM shocks.

Stop-loss at -15% per position

Framework Goal

Deliver 15% annualised net returns (Sharpe > 1.2), growing AUM to R1bn+ within 5 years.

15% target · Sharpe > 1.2
Expected Outcomes

Impact beyond
returns

Financial
15%

Annualised net returns with low volatility (Sharpe > 1.2), growing AUM to R1bn+ within 5 years.

Social
20+

BEE-compliant firms supported, creating 1,000+ indirect jobs and improving BBBEE scorecards across our portfolio.

Ecosystem
SA+

Diversifying South Africa's hedge fund landscape, mentoring next-generation BEE managers across the continent.

Start the Conversation

Ready to invest with IsimoVest?

About IsimoVest

Bridging traditional
& alternative markets.

The leading capital allocator across the African continent — offering access to structured, long-term opportunities through a unified convergence approach.

Who We Are

IsimoVest Asset Management is a multi-strategy asset manager, offering asset and investment management across the entire spectrum of financial assets. Our aim is to be the leading capital allocator across the African continent, offering customers access to structured, long-term opportunities.

We are a scaled multi-strategy asset manager built around a proprietary convergence framework — systematically bridging traditional liquid portfolios with alternative asset sleeves across a unified, technology-enabled distribution platform.

Our Edge

IsimoVest's edge is the Convergence Framework — a unified investment process that treats traditional and alternative allocations not as separate silos, but as complementary sleeves managed through a single risk budget and macro regime lens.

Our strategy capitalises on IsimoVest's expertise in identifying undervalued, high-potential businesses, blending public-market agility with private-equity-style active management.

Value Creation

Drawing on our Private Equity roots, we actively engage and participate within the companies we have a long position in — advising on operational efficiencies, leveraging our RMB network, supporting BBBEE score improvement, and positioning investments for successful exits via JSE listings or trade sales within 2–3 years.

Our Values

Convergence

We unify traditional and alternative investing through a single framework — eliminating the silos that limit returns.

Active Ownership

We don't just invest — we engage, guide, and unlock value alongside the founders and managers we back.

African Focus

Africa is our home and our opportunity. Deep local insight informs every allocation decision.

Social Impact

Committed to supporting BEE-compliant firms and creating meaningful employment across our portfolio.

Company Details
LocationStellenbosch, SA
Telephone+27 87 088 1174
Websitewww.isimovest.co.za
StrategyMulti-Strategy
Our People

Leadership

Experienced investment professionals with a combined track record built across venture creation, private equity, and fund management in Africa.

YS
Yongama Skweyiya
Portfolio Manager

Over 12 years of experience in venture creation and development, achieving 5x exits with 3.2x average multiples in SaaS, AgriTech, and consumer sectors. A proven operator and investor with deep relationships across the South African entrepreneurial ecosystem.

yongama@isimovest.co.za
ZM
Zolani Madikazi
Co-Portfolio Manager

Over 10 years in Venture Capital and Private Equity, delivering 25%+ IRRs across 3 funds, with deep expertise in BEE deal structuring. A specialist in the unique dynamics of South African and pan-African investment opportunities and capital markets.

zolani@isimovest.co.za
12+
Years Experience
5×
Exit Multiples
25%+
IRR Across Funds
3
Funds Managed
Get in Touch

Contact Us

Whether you are exploring an investment mandate or want to speak with our team directly — we welcome the conversation.

Reach our team directly

14 On Louw, Louw Street
Stellenbosch, South Africa
+27 87 088 1174
yongama@isimovest.co.za
zolani@isimovest.co.za
www.isimovest.co.za