The firm was founded in 2013 in response to growing demand for (I) investment services as an alternative to bank deposits (II) high quality securities dealing and execution services by institutional investors following liberalization of the capital markets. Therefore, in addition to offering retail and institutional Fund Management solutions, the firm is a Primary Dealer of Tanzania government bonds and is a licensed dealing Member of the Dar es Salaam Stock Exchange, in which it dominates in terms of trading volumes of listed fixed income and equities.
 

Our objectives are

 

• to offer world class investment management solutions in Tanzania, to retail and institutional clients, by carefully assessing their risk profile and tailoring appropriate portfolios comprised of debt and/or equity products supported by thorough Macro economic and bottom-up research.

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• to be the premier source of liquidity for institutional investors either looking to or already are engaged in the Tanzanian stock an bond market.

 

• pass significant cost savings to clients through the use of technology which ensures higher efficiency and therefore a cost base which is a fraction of that of existing financial intermediaries. This enables us to pass very significant savings to our clients through visibly higher rates of return on our products.

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Our competitive advantage is founded upon hands-on experience, strong industry relationships and technology

 

• We have a combined experience of over 40 years of Banking, Stock Brokering and Corporate Finance in Tanzania in addition to successfully managing institutional capital for global top tier investment banks in the most competitive and sophisticated markets of New York, London and Hong Kong. Our technical know how and track record are second to none in Tanzania and compliments a deep network of relationship in both the Tanzanian market place and internationally.

 

• Technology is the back bone of the firm. We believe in minimizing human error through the use of state of the art accounting, risk management and research systems to ensure accurate, timely and customized information flow to regulators, management and foremost to our clients

 

• Quantitative research methods means relying on proprietary models and data to assess investments and macro economic conditions, as opposed to street rumors and gut feeling. We continuously monitor local and global markets to rank the opportunity set available in Tanzania relative to its peers in Africa and globally. 

 

• Global risk awareness. Tanzania as an isolated oasis where securities prices are sheltered from the rest of the world will become a thing of the past. As Tanzanian Bond, Equity and FX markets grow in depth and eventually capital account liberalization, their correlation to more developed capital markets continue to increase sharply. This is a direct result of capital flows associated with international investors shifting their exposures in response to relative valuations. Our international experience, strong flows and  deep contacts with international portfolio managers are an acutely important in allowing us to quickly identify large portfolio shifts and their inherent risks and with that help assist our clients position themselves defensively or offensively ahead of such developments.

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