Investor Summary

Wilhelm Hertzog is a chartered accountant and CFA charterholder who co-founded Rozendal Partners in 2017. Paul Whitburn holds degrees in Finance and Portfolio Management and trained in Value Investing at Columbia University. Together they built Rozendal Partners into a R2.5 billion asset management firm based in Cape Town, South Africa. The founding partners emphasize building lasting partnerships with like-minded investors and financial advisors to foster enduring wealth creation. The firm employs 9 people and operates under South African Financial Services Provider license FSP 48271.

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Fund Strategy

Rozendal Partners employs a disciplined, valuation-based investment philosophy focused on identifying mispriced assets locally and globally. Their investment process is contrarian yet grounded in thorough fundamental research to estimate fair values, targeting long-term capital compounding while managing risk prudently. The firm sees their edge as primarily behavioural, willing to explore parts of the market that others often overlook or avoid completely. Investment ideas arise from being aware of developments in markets, reading widely and maintaining a contrarian mindset. Risk management starts within their investment process through analysis and understanding of an asset's fair value and buying assets at a significant discount to estimated fair value.

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FUND PERFORMANCE AS OF 30th June 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
9.50% - 23.00%