In categories: Hedge Funds

SENQU CAPITAL WORLDWIDE FLEXIBLE HEDGE FUND

The Senqu Capital Worldwide Flexible Hedge Fund is a fundamental bottom-up, actively managed fund focused on maximising long-term, risk-adjusted returns. The fund has been managed since 2017 and has a three-year CAGR of 20.6%. Our focus remains firmly on performance, while using the toolkit of a hedge fund to actively manage risk and maintain portfolio flexibility. With no index bias, all positions are built through bottom-up research leading to a highly differentiated portfolio. As a truly global fund, we allocate capital to the
most compelling opportunities – locally or offshore – without geographic constraints.

Investment team
Senqu Capital is an independent investment manager based in Johannesburg, founded by Stephen Carew and Andrew Crawford. The core team also includes analysts Daniel Friedman and Kgosi Mashigo, who work closely with the founders in driving the investment strategy. The team focuses on managing capital and building strong relationships with clients, while outsourcing all non-investment operations to best-in-class service providers. Senqu Capital is supported by Stockdale Street – the investment arm of Mary Oppenheimer & Daughters – which provided seed capital and continues to offer strategic guidance, a robust governance framework, and access to global networks.

Investment Terms

Fund: Senqu Worldwide Flexible Long Short Prescient RI Hedge Fund
Retail or qualified product: Retail
Hurdle rate: STeFI index money market rate
High water mark: Yes
Fund open: Yes
Min investment: R25,000
Management fee: 1.25%
Performance fee: 20%
Subscription: Daily
Lockup: No
Redemption: Daily

Strategy

The fund seeks to identify mispriced and misunderstood companies globally, build conviction in
their long-term trajectory, and invest in size. Key differentiating factors underpinning our strategy:

  • Long-term orientation – look through short-term volatility and focus on long-term opportunity set.
  • Global perspective – majority of investing done offshore, but fully flexible.
  • Concentrated portfolio – conviction drives position sizing.
  • Valuation discipline – while focused on qualitative drivers and competitive moats, we invest only at attractive valuations.

The fund is available on major platforms including Ninety One and Momentum Wealth, making it accessible to both retail investors and wealth managers.

Service Providers

Prime broker: RMB
Administrator: Prescient Fund Services
Manco: Prescient Management Company
Auditor: Ernst & Young Inc
Legal advisor: Michael Denenga

Contact Info

Senqu Capital (Pty) Ltd
4th Floor, Building 1, Illovo Edge, Illovo, Sandton
Fund manager: Stephen Carew
CEO/COO: Andrew Crawford
Phone: +27 243 5059
Email: Andrew@senqucapital.com
Website: www.senqucapital.com
ISIN or ref code: ZAE000238978