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Mazi Asset Management (Pty) Ltd

PRI reporting framework 2018

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Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

Our investment principles are based on investing in opportunities that offer sustainable growth.

 Our strategy is to invest in businesses that meet the following criteria:

Sustainablilty of business model.

Quality of management;

Balance Sheet Strength and clarity of cash flows;

Defensiveness(offering down-side protection)

Attractively prices (not overpaying for an asset is the first step to long-term investment succss).

 

All three ESG factors need to be considerd in order to establish whether a business model is sustainable or not.

 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

Two key elements to our investment policy are:

  • Sustainability of business model;
  • Governance at senior management and board level.

SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Mazi is an indepedent and owner managed investment management business.  

We are accountable only to our clients and have been very selective on who becomes our client. 

We only acecpt clients who understand and buy into the Mazi way. 

The business development team is expected to decline business dealing where  the client's objectives are counter to our philosophy. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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