We believe that African markets are relatively inefficient and that investors allowing room for patient investors to find mispriced assets they may benefit from. Our focus is on valuation of listed African companies in order to find shares that are trading below their intrinsic value. We employ a disciplined investment process that incorporates qualitative and quantitative factors in arriving at a valuation for each potential investment. Key to the process is understanding the stock specific, industry and country risks associated with the companies we invest in, and assessing the sustainability of these businesses and their profitability.
Through a clear investment strategy, focused solely on the African markets, the Rudiarius team sets out to deliver attractive risk adjusted returns to clients investing in Africa with a long term view.