Magic Markets #162: Momentum in Alternative Assets

In a world where investors are seeking alpha in their portfolios, alternative assets are resonating with clients looking for private market investment opportunities. Westbrooke Alternative Asset Management is focused on what they call “South African connected capital” - and they now manage more than R12bn of this capital!

In this podcast with Dino Zuccollo, Head of Investor Solutions at Westbrooke, the Magic Markets hosts delved into topics including:

• The extensive activity in the portfolios and the different types of mandates run by Westbrooke, ranging from the flagship Yield Plus fund through to private equity, solar and other opportunities.
• In an environment of shrinking opportunities in public markets, the growing trend of institutional support for alternative assets and the due diligence that was required for this to become a reality.
• The importance of alternative assets in facilitating flows through the financial system from investors to those seeking capital for opportunities.
• Why the provision of a secondary market is difficult for alternative assets and how liquidity risks are handled by the investment manager.
• The increasing popularity of tax-enhanced investing in response to fiscal incentives for the installation of rooftop solar in South Africa.
• An overview of the type of real estate transactions in which Westbrooke looks to participate.
• How the credit loss ratio in the private debt portfolios compares to the ratios reported by large corporate banks.
• Why investing alongside other professional investment houses in private equity deals is a popular approach.

For more information on Westbrooke’s alternative asset strategies, be sure to visit www.westbrooke.com to find out more. You can also find Westbrooke on X (@WAAM_SA) or on LinkedIn. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

Note: you must do your own research and consult with a financial advisor to determine if an investment in alternative assets is suitable for you. Nothing you hear in this podcast should be construed as advice.

 About Westbrooke:

Established in 2004, Westbrooke is a multi-asset, multi-strategy manager and advisor of alternative investment funds and co-investment platforms. We have a heritage as a shareholder and operator of assets and invest our own capital alongside our investors in Private Debt, Hybrid Capital, Real Estate and Private Equity in South Africa, the UK and the USA.

We provide investors with a unique gateway to private market alternative investment opportunities which are traditionally difficult to access.

Investors benefit from the depth of experience and quality of our investment teams, who apply the Westbrooke Investment & Risk Philosophy and Approach to everything they do. This, together with our highly aligned financial interests, our heritage as an owner and operator of assets, our multi-decade track record of performance and our focus on capital preservation provides our investors with a unique advantage. Invest with the Westbrooke Advantage.