Westbrooke Alternative Asset Management

Westbrooke Alternative Asset Management (WAAM) is a multi-asset, multi-strategy manager of investment funds and products structured to create and preserve wealth for its clients, partners, managers and shareholders through investments in private equity, listed equity, real estate and private debt.

Click here for our introductory video

South African Opportunities

International Opportunities

1, 1, 2, 3, 5, 8, 13, 21, 34, 55, 89…

First identified in the abstract world of mathematics, it also
miraculously reveals itself in the real world – in nature, art,
architecture and music.

Of all its manifestations, nowhere is the sequence more
beautifully revealed than in the aloe. This succulent plant has
a complex structure but its presentation is delightfully simple.
It also has the capacity to survive and thrive even in the
harshest of climates.

Fibonacci and the aloe express the spirit and purpose of
Westbrooke Alternative Asset Management: to deliver
sequential predictable growth while preserving capital and
containing risk – regardless of prevailing market conditions.
who we are

With offices in Johannesburg and London, Westbrooke provides investors with alternative solutions, locally and offshore, that aim to deliver returns that are generally uncorrelated to traditional asset classes.
private equity (S12J)

Westbrooke, SA’s largest S12J fund manager, offers investment opportunities in Section 12J, a provision of the Income Tax Act that is designed to boost the South African economy by promoting private investment into SMEs while providing an attractive tax break for investors.
listed equity

The investment strategy is focused on special opportunities in South African small-mid cap listed companies, where Westbrooke utilises its strong networks, principal investing and investment banking expertise to enhance the value of the companies it invests in.
private equity (rhythm fund)

A unique opportunity to invest into a diversified global portfolio of early-stage companies which demonstrate innovative and disruptive business models.
real estate

Westbrooke USA Residential are direct investments into USA Multifamily residential properties in partnership with USA-based property asset managers.
private debt

An alternative offshore opportunity to invest into a diversified portfolio of higher yielding private debt investments targeting short-term real estate and lower-middle market companies across the UK and other developed economies.

Overview

	Investment Strategy	Targeted investment returns¹	Targered consistent dividend	Targeted dividend yield p.a.	Targeted capital growth	Investment term 5 – 6 years	Upfront fees	Annual fees 2%	Westbrooke S12J diversified portfolios
	Investment Strategy	Targeted investment returns¹	Targered consistent dividend	Targeted dividend yield p.a.	Targeted capital growth	Investment term 5 – 6 years	Upfront fees	Annual fees 2%	Income Portfolio	Balanced Portfolio	Growth Portfolio
aria / Alternative Rental Income Assets	Movable asset rentals	15% p.a.		9%²			Nil		40%	34%	20%
read more	Movable asset rentals	15% p.a.		9%²			Nil		40%	34%	20%
stac / Student Accommodation	Student Accommodation	> 17% p.a.		10%²			Nil		20%	33%	40%
read more	Student Accommodation	> 17% p.a.		10%²			Nil		20%	33%	40%
aria plus/ Alternative Rental Income Assets Plus	Movable asset rentals and renewable energy infrastructure	> 20% p.a.		9%²			Nil		40%	33%	40%
read more	Movable asset rentals and renewable energy infrastructure	> 20% p.a.		9%²			Nil		40%	33%	40%

Overview

Can I use debt or gearing to make an investment into a S12J company?

What is the size of the S12J industry?

How long does the S12J incentive last for?

What is the term of my investment?

Does a section 12J investment carry risk?

What is the annual limit per investor for subscriptions into a Section 12J company?

Can the tax relief be recouped by SARS?

What do I need to give SARS or my Tax Advisor to claim the deduction?

How can I obtain my tax relief?

When can the tax deduction be claimed?

What is a Section 12J company?