Bellamont launches BCI Global Equity Feeder Fund, redefining access to world-class investment opportunities for South Africans

In a significant development for South African investors, Bellamont Asset Management has officially launched the BCI Global Equity Feeder Fund, a move that promises to transform local access to elite global investment strategies.

With this fund, South Africans can now engage with one of the world’s most disciplined and consistently high-performing global equity strategies—all while remaining within a regulated South African framework.

Bellamont, a proudly black-owned independent wealth and asset management firm, is advocating for a paradigm shift in the financial sector, in what local investors should expect from their asset managers.

Originally founded as a private family office committed to generational wealth stewardship, Bellamont's vision has broadened to serve the wider community, enabling all South Africans to tap into superior investment excellence without sacrificing transparency or regulatory compliance.

The leadership team, spearheaded by chairman Moses Tembe and managing director Warren Quin, brings over 30 years of combined experience to the firm.

“Wealth is built by aligning with quality,” stated Warren, emphasising the fund's design for discerning investors looking to escape the limitations of traditional investment models.

“This fund is tailored for those ready to move beyond compromise and underperformance. We’re here to offer a better way—global excellence, delivered locally.”

Bellamont's commitment extends beyond mere fund management; they see themselves as genuine investment partners aiming to help clients grow, protect, and transfer wealth with purpose and precision.

Quin further elaborated, “Our clients aren’t looking for hype. They’re looking for clarity, discipline, and outcomes. That’s what we deliver.”

Closing the quality gap in South African investing

The introduction of the BCI Global Equity Feeder Fund comes at a pivotal moment for the South African investment landscape.

Recent analysis by NMG Consulting revealed that 62% of net investment flows in 2024 were directed offshore, a notable increase from just 19% in 2022.

Alarmingly, 45% of these funds were entrusted to offshore managers, underscoring the populace’s growing demand for international exposure and the urgent need for the local asset management sector to adapt and innovate.

“South Africa’s R10 trillion long-term savings industry remains highly concentrated, with six managers controlling nearly 60% of the market,” noted Quin.

The tight grip of these few players stifles innovation, competition, and transformation, but Bellamont aims to change that dynamic by keeping assets local and fostering world-class partnerships.

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The Fund has been developed in collaboration with Sifter Capital, a respected boutique asset manager with over two decades of demonstrated outperformance.

The fund provides South Africans with access to a carefully curated portfolio of 25–30 high-quality global companies, selected through a rigorous process to ensure a high standard of investment opportunities.

“The fund reflects our conviction that patient, quality-focused investing is the most reliable path to long-term wealth creation,” emphasised Quin.

He reiterated that the process is unwaveringly selective, grounded in the pursuit of excellence and a commitment to long-term quality.

Why the Bellamont BCI Global Equity Feeder Fund?

• Legacy of Success – A track record of enduring results.
• Innovation with Purpose – Designed for a new generation of investors seeking purpose-driven, evidence-based investing.
• World-Class Access, Locally Delivered – A gateway to premier global businesses, within a South African-regulated vehicle.

Expanding the global platform

Building upon the promising launch of this flagship fund, Bellamont is already preparing to unveil two additional globally focused strategies: the Bellamont BCI Global Small Cap Fund, in partnership with a leading US-based small-cap specialist, and the Bellamont BCI Global Emerging Markets Fund, in collaboration with a London-based manager renowned for their expertise in emerging markets.

These new strategies will broaden Bellamont's global offerings, providing investors with much-needed diversification, Rand-hedging benefits, and exposure to significant structural global growth themes—while retaining skills and value within the local economy.

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