Our Philosophy

We offer quantitatively managed investment products managed on behalf of institutional and individual clients.

Founding Philosophy

Good corporate governance and ethics are the foundation on which Balondolozi is established. It is this foundation which we will hold ourselves accountable to, that will see us make steady but good growth in the investment management world. Balondolozi aims to be in the top quartile for every fund without compromising or losing focus on first delivering on our investment obligations. We hope to leave behind a legacy of responsible corporate governance and a sustainable business that will continue to deliver value for our shareholders and for the future generation of Balondolozi employees.

Corporate Philosophy

Our most valuable assets are our people and our customers. It is in this regard that Balondolozi empowers all its employees with the freedom to develop and the capacity to act, and a part ownership of the business. This entrepreneurial environment helps foster great innovative ideas for the benefit of our clients.

Balondolozi strives for service excellence through integrity and receptiveness in all our interactions.

Social Philosophy

Balondolozi has also been founded on good education principles. As an investment business that operates within the South African landscape, a country we are very passionate about, we have a moral responsibility towards the continued growth of our nation.

Education being the key element of our development within the world stage, we have chosen that our corporate spend towards socially responsible projects will almost entirely focus on education. Internally, we encourage and sponsor our employees to study further. Externally, we  offer investment training to our clients and trustees of Funds regardless of whether we manage their money or not. We will also conduct road-shows where we will speak on a topical investment matters to both the institutional and retail market.

Socially Responsible Investing Philosophy

With more evidence mounting against industries impact on the environment, Balondolozi is operating in a space where we can influence sustainable business practices, not necessarily in terms of how we invest client’s money but through shareholder activism. Cooperative efforts of social investors can positively influence management to steer a more responsible environmental course. These efforts can include submitting proxy voting resolutions where dialogue with corporate management is not successful.

Not withstanding our own social contribution to human social upliftment, we believe in companies that take such issues seriously given our political history. Community development will improve financial performance over time and enhance the well being of the stockholders, customers, and employees.