Oyster Catcher Investments (Pty) Ltd
At Oyster Catcher Investments, we’re constantly striving to deliver exceptional performance. As an independently owned, boutique investment manager, we’re deeply committed to delivering superior returns. Our rigorous bottom-up valuation methodology provides us with a deep understanding of every company we invest in.
Our meticulous investment process is firmly rooted in a valuation-based philosophy. Our approach involves a rigorous bottom-up research methodology to ascertain intrinsic value, ensuring that each investment opportunity is thoroughly evaluated. We employ a real-time ranking table to compare opportunities and leverage our proprietary momentum indicator to precisely determine the timing and sizing of our market entries and exits. Our commitment to disciplined risk management ensures that our positions are appropriately-sized, allowing us to navigate the ever-changing financial landscape with confidence and precision.
Our Philosophy
Disciplined, Rigorous and Repeatable
Our meticulous investment process centres around a valuation-based philosophy. We use a bottom-up research methodology to establish intrinsic value. All opportunities are compared on a real-time ranking table. We use a proprietary momentum indicator to help size and time our entry and exit into the market. Our positions are appropriately-sized through a disciplined risk management process.
Our team
Jonathan du Toit, CA(SA),CFA
Jonathan began his career at Orbis and Allan Gray. He then joined Truffle Asset Management where he successfully managed the Truffle High Growth hedge fund, delivering annualised performance of 23% for over 8 years. He was integral in building the Truffle business into a R20 billion asset manager, and the hedge fund to R1.9 billion.
Mark du Toit, CA(SA),CFA
Mark previously worked at Courtney Capital where he launched the Prime Multi-Strat QI Hedge Fund. In 2018 the fund won the “New Fund of the Year” with a return of 33.68% and a Sharpe ratio of 1.21. Mark has also worked at Standard Bank, as the Head of Bancassurance Africa and at African Bank as Head of Finance for distribution channels.
Robert Tout, CFA, B.Com Hons
Rob holds a B.Com Honours in Investment Management as well as a CFA. He previously worked as an analyst at All Weather, in the team managing the long/short All Weather Capital Hedge Fund, which delivered an annualised performance c. 2% higher than the All Share Index.
Wessel Joubert, CFA, B.Com Hons
Wessel previously worked at Rezco Asset Management and Cannon Asset Management. Wessel holds a CFA and a B.Com Honours in Investment Management
Nadia AuCamp, B.Com Hons
Nadia completed her Honours in Investment Management at the University of Johannesburg. She previously worked for Risk Cafe where she was responsible for the administration of hedge funds and unit trusts. Prior to joining OysterCatcher, she worked at Silica in fund administration and client queries.
Peter du Toit, B.Com Econ, AEP hons
Peter has spent a lifetime in active investment management. He held the title of Executive Director of Investments at both Senbank (now ABSA) and Momentum Life. He left RMB/Momentum in 2001 to establish various business interests including Rezco Value Trend. He was one of the founder members of the Investment Analysts Society of Southern Africa.
Address: 99 11th Street, Benmore, Johannesburg, South Africa
Phone: +27 010 013 1122
Email: info@oystercatcherinvestments.co.za
