Kaizen Asset Management runs a South African multi-strategy fund, investing in a diversified portfolio of securities, commodities, derivatives, gilts and cash. The core focus is long-short equities, with alternative assets classes used predominantly for hedging of risk and / or speculation.
Kaizen: How To Target And Achieve 30-35% Compound Annual Net Return
Mark Witten, a CFA charterholder with an MBA and a BComm (Honours) cum laude, is Managing Director of Kaizen. In this Opalesque.TV BACKSTAGE video he explains the factors that are behind his fund’s strong outperformance of the benchmark : 214% net return since fund launch in July 2010 versus a gross gain of 93% of the JSE Top 40 Index. A “multi-modal” concentrated approach on top 20 ideas, together with specific portfolio and risk management frameworks, make Kaizen very unique. The fund uses three buckets – fundamental, trading & opportunities – and also develops “mini portfolios”. Hear Witten speak about: