WESTBROOKE ALT ASSET MANAGEMENT

WHY 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 in 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.

ENTREPRENEURIAL, EXPERIENCED AND ALIGNED

Since inception, we have invested in and led over 200 transactions with a combined deal value of over R13 billion.
Over this period, our private equity assets have achieved an internal rate of return (IRR) in excess of 30%.

We believe our operational experience and expertise through multiple cycles and events over a number of decades gives us, and our investors a competitive advantage. We are wholly committed to financial alignment. We invest materially alongside our clients and partners in all our funds and investments.

INVESTMENT SPECTRUM

Private debt

• The participation of private investors in direct non-bank lending
• Diversification achieved through portfolios which spread risk across asset classes and geographies
• Robust security packages with conservative gearing and significant equity cushions
• Attractive risk-adjusted returns targeting cash yield and real underlying liquidity

Hybrid capital

• Investment in transactions with debt-like risk mitigation but with equity return characteristics
• Capitalising on market pricing dislocations and liquidity constraints (e.g. COVID-19)
• Targeting a blend of yield and capital growth

Real estate

• Direct real estate equity investments alongside experienced, on-the-ground partners
• Subsectors include residential, mobile home parks, logistics, student accommodation and hospitality
• Targeting a blend of yield and capital growth

Private equity

• Partnership with best-of-breed operating partners
• Global investment reach providing investors unique access to investments as a result of Westbrooke’s relationship set
• Capital growth focused