About Us

Introduction

StrategiQ Capital is an approved discretionary investment manager based in Cape Town, South Africa. Our business is focused on the delivery of personalised discretionary fund management services to a client base of independent financial advisers and private clients. We are owner-managed and independent, allowing us the necessary flexibility to put clients first.

Key Individuals

The investment team is comprised of passionate investment professionals with diverse qualifications, extensive experience and sound knowledge of the investment industry. We combine entrepreneurial spirit and intuition within the disciplined framework of our investment process in the management of our clients' portfolios.

Our boutique environment and team culture encourages growth and innovation within the maxims of honesty, integrity and respect.

Luis Levy (B.Com, CFA)

CEO

Luis obtained his B Com degree from the University of Cape Town and is a CFA Charter Holder. He started his financial services career in 1998 at Old Mutual and has gained valuable experience in fund management at several leading financial institutions. During his career he has also managed numerous mandates for retirement funds. Luis joined Efficient Select, the asset management arm of the listed Efficient Group in 2010. He was appointed Managing Director of Efficient Select in 2011, where he was able to successfully grow the fund manager in the retail and institutional markets. In June 2015 he departed to setup StrategiQ Capital. StrategiQ is an owner-managed and independent investment firm based in Cape Town, South Africa. Luis is the CEO and founder of the discretionary fund management business which services a client base of independent financial advisers and private clients.

Robert Enslin (B.Com Honours, CFA)

Director – Investment Management

Rob obtained his BCom Honours degree from the University of Stellenbosch and is a CFA Charter Holder. He started his investment management career at ValuGro Capital which was rated as the top South African small asset management company of the year in 2008. Valugro Capital was subsequently purchased by the listed Efficient Group Limited. During his time at ValuGro Capital and Efficient Group, Rob was the co-manager of the Efficient Worldwide Flexible Fund which was the recipient of two Raging Bull Awards in 2011 and 2012 as the top performing fund (risk adjusted) in its category over a rolling 5-year period. In 2015, Rob was appointed as Head of Private Clients, specialising in investments for high net worth clients. In 2016, he departed to join StrategiQ Capital where he is a partner and director of the business.

Our Services

At StrategiQ we focus on providing investors with superior investment performance and quality service. Our strategic investing approach is driven by independent thinking and guided by thoughtful research.

We believe that expert financial advice plays an important role in assisting clients to achieve their long-term financial goals. We therefore consider it crucial to partner with skilful financial advisers. Our goal is to forge long-term relationships built on delivery and trust.

All our services are underpinned by a disciplined and rigorous investment process. Our portfolio solutions span across the risk spectrum helping clients achieve their unique investment goals. Find out more about each of our investment services below:

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Investment Style

At StrategiQ Capital we understand that every investor is different, requiring a personalised investment strategy that will meet their long-term goals and objectives.

Our investment philosophy and approach is governed by the following key principles:

  • We are a discretionary investment manager (we assume responsibility in managing our client’s portfolios);
  • Strategic asset allocation remains the single most important consideration in constructing an optimal investment portfolio;
  • We are active asset allocators, focused on providing clients with consistent real returns whilst seeking to preserve their capital over the long-term;
  • We leverage specialist investment professionals utilising their skill and knowledge where it can add value;
  • We ensure effective diversification at all levels (across asset classes, geographies & currencies); and
  • We structure portfolios to be cost and tax effective.

 

Why Us

  • Owner-managed and independent, allowing us the necessary flexibility to put clients first;
  • A dynamic investment process that is personalised to meet your clients’ specific needs and requirements;
  • Highly qualified and experienced investment team focused on investment research and portfolio management;
  • Access to investment managers who often out of reach for most investors with access to institutional fee classes;
  • Regular market and industry insights; and
  • The highest standards of client service provided by an experienced support team able to provide high-quality administrative support.
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