managed portfolios

Our focus at BACCI is to simplify the noise and deliver successful long term results.

Investing doesn’t need to be difficult, it is knowing when and what consideration

to apply for positive long term delivery.

INVESTMENT METHODOLOGY

Our investment methodology relies on primarily bottom-up fundamental analysis through

in-house proprietary and third party research. We aim to build a diversified portfolio of

shares with high expected returns and low correlations with each other. This methodology is what allows us to generate exceptional returns with considerably low risk.

TRANSPARENCY

You will receive monthly statements of your portfolio movements. An annual realised capital gains statement is sent to all clients to minimise the inconvenience of accounting for capital gains.

SECURE

All shares and cash are registered in your name and held at Peresec Nominees.

Your Portfolio is guaranteed by the fidelity fund of the JHB Stock Exchange.

BACCI SEGREGATED PORTFOLIO MANAGEMENT

Personal circumstances may dictate that you are unable to have exposure to certain shares or sectors requiring a specifically unique portfolio. While our best ideas are usually applicable to all of our clients we are capable of offering a segregated portfolio/s both locally and abroad which may be a blend of our ideas taking into consideration any limitations or additional ideas you may like to include. Segregated portfolios may also run parallel to our best view with different risk and return parameters but out team will always give consideration to you personal objectives and provide input on the most appropriate solution to achieve your goals without creating unnecessary tax or estate duty complications.

Screenshot 2020-10-24 at 19.01.30.png