Bellwood Capital specialises in the
management of global equity portfolios
for private clients.
Bellwood Capital is a specialist global equity investment manager, based in Cape Town. The company was established in 2012 by an experienced team of investment professionals. Our investment process focuses on the underlying causality of investment returns, whilst simultaneously identifying and addressing the most common pitfalls affecting private investors. We have unique capabilities in addressing a very wide opportunity set, which makes us specialists in the global equity investment arena.
Our investment process draws on a combination of industry experience and original research. Between 2012 and 2015 we invested only our own capital. With a strong foundation in place, we have extended our services to private clients since 2015. We continue to invest alongside our clients today.
For each client we invest in a segregated portfolio of high quality listed companies that are priced for attractive long-term returns. Central to our philosophy is that we take a long-term view on every investment we make.
Our business is centered around the following core principles:
- Alignment of Interests;
- Cost Effectiveness;
- Strong Investment Process.
We aim to deliver this with a high degree of personalized service.
To learn more about our investment philosophy and process, please read and subscribe to our publications.
Please don’t hesitate to contact us for a more detailed discussion of our services, investment philosophy and process.
Peter is the founder and principal of Bellwood Capital. Peter was born in 1965 in Johannesburg, South Africa. He received his Bachelor of Science degree in Metallurgical Engineering (cum laude) from the University of the Witwatersrand in Johannesburg. He continued his education and received an MBA from Southern Methodist University in Dallas, Texas, graduating with honours. Peter’s academic achievements earned him the Chamber of Mines of South Africa Gold Medal and Scholarship.
Prior to forming Bellwood Capital, Peter was a Director and Shareholder of Coronation Capital Limited. For nearly ten years in this capacity, he served on the Executive Investment Committee and was directly responsible for the listed equity division. Peter has also held positions as Equity and Equity Derivatives Analyst for several firms building vast experience encompassing over 20 years.
DAVID NATHANSON, CFA
David’s role encompasses the research, development and implementation of Bellwood Capital’s equity investment strategies, proprietary models and systems.
David majored in Financial Risk Management and Economics, earning his Bachelor of Commerce degree in Mathematical Sciences at Stellenbosch University. David is a member of the CFA Institute and is a CFA Charterholder.
Before joining Bellwood Capital in 2012, David was a Portfolio Manager and Equity Trader at Sasfin Securities.
Louis oversees the servicing and expansion of our private client base. He graduated from the University of Cape Town in 1999 with a Bachelor of Business Science degree and Honours in Finance. Louis has worked in the financial sector both locally and abroad. He started out at BOE in Cape Town before moving to Allied Irish Bank in London.
Since returning to Cape Town in 2005 he has owned and operated a chain of successful health-and-fitness franchises.
Louis joined Bellwood Capital in 2016 bringing with him a wealth of business experience and a passion for building strong client relationships.