Company overview
Purgo Capital (Pty) Ltd was established by the Purgo Partners Group as a specialist investment manager focused on constructing investment solutions for all clients.
We combine research, portfolio design, disciplined oversight and long-term thinking to serve financial advisers, financial service providers (FSPs) and professional and institutional investors.
As a boutique investment manager, we focus on investment structures that support meaningful long-term capital flows and serve investors’ long-term growth needs.
Key staff
Johann Strauss
Johann is a co-founder, director and KI of Purgo Capital (Pty) Ltd.
He began his career in the financial services industry in 2007 at Allan Gray in fund accounting and administration, where he built a strong technical foundation in unit trusts, investment servicing and portfolio construction.
Johann holds a BCom Honours degree in Financial Analysis from Stellenbosch University and a Postgraduate Diploma in Financial Planning from the University of the Free State.
Marthinus Strauss
Marthinus is a co-founder, director and KI of Purgo Capital (Pty) Ltd.
He began his career in the financial services industry in 2009 at Capitec Bank, followed by multiple positions at Allan Gray. Progressing from consultant to business development manager, he gained deep expertise in investment solutions, client servicing, adviser support and portfolio construction.
He holds a BCom Honours degree in Investments and Finance from Stellenbosch University and a CFPL qualification in Investment Management (Portfolio Construction) from the University of the Free State.
Tiaan Honiball
Tiaan is a co-founder and KI of Purgo Capital (Pty) Ltd. He began his career in the financial services industry in 2012.
With a BCom in Investment Management from Stellenbosch University and professional regulatory qualifications, he has spent his career helping individuals, professionals and business owners build and protect their wealth. Tiaan’s practical approach – combined with deep industry knowledge – enables him to deliver tailored financial solutions that support clients in achieving their long-term financial goals.
Contact details
Tel no.: +27 21 558 6850
Email: info@purgocapital.com
Physical Address: Surestone Business Park, 70 Carmine Drive, Burgundy Estate
Website: www.purgocapital.com
Fund details
The Purgo Ci Balanced Fund aims to provide investors with a balanced portfolio that delivers a reasonable level of income alongside capital growth over time. The objective of this multi-asset portfolio is to provide investors with long-term capital growth through a managed exposure across equities, bonds, cash and offshore investments. The portfolio aims to generate a return of CPI + 5% p.a. over any rolling 5 – 7 year period and is suitable for moderate to high-risk investors as it is limited to a maximum of 75% exposure to equities. The portfolio adheres to the guidelines set by Regulation 28.
The Purgo Ci SA Growth Fund is an actively managed domestic general equity portfolio aimed at achieving high long-term capital growth for investors.
The portfolio will invest predominantly in South African listed equities, with total equity exposure consistently exceeding 80% of net asset value.
In addition to equities, the portfolio may invest in preference shares, interest-bearing instruments, equity-linked-notes, non-equity securities, listed property and property-related securities, as well as liquid assets for efficient portfolio management. The fund may also gain exposure to markets through participatory interests in collective investment schemes and may, from time to time, invest in listed and unlisted financial instruments where appropriate.
The investment strategy follows a disciplined, long-term fundamental approach, seeking to maximise total returns through active stock selection and prudent portfolio construction.
The Purgo Ci Global Growth Fund is an actively managed global general equity portfolio aimed at achieving high long-term capital growth for investors. The portfolio will invest predominantly in Global listed equities, with total equity exposure consistently exceeding 80% of net asset value.
In addition to equities, the portfolio may invest in preference shares, interest-bearing instruments, equity-linked-notes, non-equity securities, listed property and property-related securities, as well as liquid assets for efficient portfolio management. The fund may also gain exposure to markets through participatory interests in collective investment schemes and may, from time to time, invest in listed and unlisted financial instruments where appropriate.
The investment strategy follows a disciplined, long-term fundamental approach, seeking to maximise total returns through active stock selection and prudent portfolio construction.
