Investor Summary

Wilhelm Hertzog and Paul Whitburn founded Rozendal Partners in 2017 as an investment management company born from the desire of like-minded individuals to manage their own, their families' and their friends' capital to the best of their abilities. Wilhelm Hertzog is a Chartered Accountant and CFA Charterholder who brings deep analytical expertise to the firm's valuation-driven approach. Paul Whitburn holds an honours degree in Finance and Portfolio Management and studied Value Investing at Columbia University, providing classical value investing training from one of the discipline's most respected institutions. The founding duo established the firm with a focus on creating an environment that would allow them to exploit market myopia through patient, long-term investing. Ernst Hertzog also serves as a director alongside the two founders. The management team emphasizes placing investor interests first, stating they want Rozendal Partners to prosper with investors, not off investors. They have structured the firm to align all critical aspects with the goal of delivering long-term investment excellence. The team manages approximately R2.5 billion in assets across hedge fund and global equity fund vehicles, demonstrating their ability to scale their investment approach.

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Fund Strategy

Rozendal Partners employs a valuation-based investment philosophy focused on identifying mispriced assets by consistently looking at areas of the market where the likelihood of mispricing is higher than average. The firm utilizes a contrarian approach, willing to explore parts of the market that others often overlook or avoid completely. 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 their estimate of fair value. They employ a multi-counsellor approach, embracing a long-term perspective and behavioral discipline to mitigate common value investing pitfalls. The firm emphasizes aligning interests with investors by investing alongside clients in funds with flexible mandates. Their approach aims to eliminate short-term noise, emotion and behaviors that can detract from true value creation. The investment philosophy has evolved to encapsulate momentum within their value framework while maintaining core contrarian principles. Thanks to their stable, long-term capital base, they can take a genuinely long-term view of assets. The firm was established to manage capital for family, friends, and like-minded investors with focus on compounding capital at high rates over long periods while prudently limiting risk.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
11.4% - 42.8%
2025
42.8%