Caveat Equity Funds

Welcome to Caveat Equity Funds

The Caveat Investment Fund is a single long, biased Long/Short Equity Fund focusing on buying value stocks with reasonable dividend policies/yields and a good management team with a successful track record.

A clear need was identified in the Small to Medium Enterprise market space to diversify their current investments in the ever changing world of equity and currency markets. Entrepreneurs and small to medium size business owners felt that the stereotype financial investment product "one product fits all approach" offered by the  large insurance investment houses do not necessarily fit into their SME investment profile (i.e. Pension Funds, Cash Deposits and Currency Risk if applicable.) 

 

The Rands Current Performance

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Caveat Investments is an Authorised Financial Service Provider.