Re Cm
Investment Services in Cape Town

RE·CM’s ability to grow and protect capital has resulted in simple, cost effective solutions for clients. Since 2003, RE·CM has been committed to being an accountable asset manager who aims to generate superior returns over the long-term at below average risk levels.

We look to buy high quality businesses which are selling for substantially less than they are worth and then wait for this mispricing to be corrected over time. To get the full benefit of a value-based philosophy, proven to produce the best real returns over time, patience is demanded. This ability to make decisions based on long-term investment outcomes allows us to take advantage of significant opportunities in the market, where high quality businesses are cheap due to short-term negative sentiment. RECM is committed to being long-term stewards of our clients’ assets, remaining true to our investment philosophy and process and retaining close relationships with our clients. Our clients can also take comfort in knowing that we invest both our business and personal savings alongside theirs, paying the same fees. Avoid permanent loss of capital through buying good quality assets cheaply. We consistently construct portfolios of independent cheap investment ideas. We conduct our own research and remove emotion from our decision making. RECM is a privately owned, independent asset management company that was founded in 2003 with the primary intention of putting clients' interests first. This fund is suitable for investors wishing to utilise their Tax Free Investment allowance. A rand-denominated worldwide balanced fund that has the flexibility to invest in equities, bonds, property and cash, both locally and globally. The Fund's aim is to outperform the South African equity market over the long term by selecting shares based on a value philosophy. The fund will remain more than 90% invested in equities at all times. A rand-denominated entry point into the Global Fund, a US-dollar denominated fund that invests primarily in high quality global companies but has the flexibility to default to cash if we can’t find sufficient value in global equities. A US-dollar denominated global equity fund that invests primarily in high quality global companies but has the flexibility to default to cash if we can’t find sufficient value in global equities. A limited pool of capital co-investing with proven value investors in the widest array of opportunities our universe offers, housed in a tax-efficient vehicle, with liquidity appropriately managed. We host quarterly conference calls in order to give investors an opportunity to interact with a broad part of our investment team. Our portfolios, their current positioning and some changes that occurred during the past quarter. Our thinking behind selected recent management actions and discussion on our investment opportunity set.