SUMMIT Alternative Asset Investments

The Summit Funds is an investment and advisory firm focused on alternative investments in the Southern African region. Initially the company’s funds will focus on opportunities within the Botswana and South African economies, particularly capitalizing on the countries’ thriving equities markets.

Southern Africa has enjoyed tremendous growth over its recent history, and economic models predict that this should continue well into the future. Traditionally, equities have not been the main investment vehicle for investors, primarily due to the low liquidity and transparency of these markets. The situation today is widely different, with companies from all over the world establishing operations in the region, the economies of scale necessary for a thriving equities market in the region are quickly being attained.

The Summit Funds is of the opinion that the rapid growth in these markets presents and unique and unprecedented market opportunity for shrewd and well informed investors, who are backed by solid research. The Summit Funds provides the opportunity for investors with the drive for higher returns to get those higher returns, utilizing The Summit Funds as their resource for creative investments that yield abnormally high returns.

The Summit Funds are not for everyone. Although each fund will have its own criteria and will operate individually for the benefit of its investors, every fund will be based on certain guiding principles of investment. These principles can be summarized as follows:

The investors in any fund will have to be regarded as “sophisticated” in terms of their understanding of alternative investments
The investors in any fund will have to establish that they meet or exceed the minimum net worth requirements for eligibility to be part of the fund
The investors in any fund will have to invest a minimum amount of funds, which will be denominated based on the aims of each particular fund

Each fund is required to report to its investors on a quarterly basis. Each investor will be entitled to one quarterly report for each fund invested in, showing the exact amount of returns that the fund has generated over the period in question, as well as providing insight into future developments at The Summit Funds.

Twice a year, a Summit Funds representative will meet with each private client on a confidential basis, to discuss the investments made.

Through methodical research, up to the minute information on market trends, and frequent contact with industry personnel, The Summit Funds invests the time to ensure that investors’ funds are working at their highest possible potential. The Summit Funds is also able to ensure that an individual investor is in a less risky position as part of an investment group than on his or her own.

Furthermore, The Summit Funds’ team of experienced professionals understand the equities markets, and the trends that underlie these markets. Our investment decisions are always based on highly tried and tested mechanisms, learned through our experience over the years.