MILESTONES AND ACCOLADES

Transcription

1 MILESTONES AND ACCOLADES 1996 Peregrine founded Peregrine Equities founded Initial 7% of Citadle acquired, with option to increase stake up to 20% Peregrine Holdings lists on JSE Peregrine Capital founded Number of employees: 30* Mercury Consolidated Holdings acquired by Peregrine Securities Citadel shareholding increased to control Number of employees: 159* Peregrine Incubator/PIM founded (renamed Peregrine Fund Platform) Citadel becomes wholly-owned subsidiary Assets under management: Gross R3,3 billion Number of employees: 179* Caveo Fund Solutions founded through a joint venture with Investment Solutions B-BBEE transaction implemented Assets under management: Gross R23,0 billion* Number of employees: 353* Controlling interest acquired in Stenham Assets under management: Gross R43,4 billion* Number of employees: 418* 50% of Green Oak Capital acquired 35% of equity in Peregrine Securities sold to management Assets under management: Gross R77,0 billion* Number of employees: 579* STENHAM ASSET MANAGEMENT Best HNW/Private Client Fund of Hedge Fund Provider STENHAM QUADRANT Best Performing Specialist Fund of Hedge Fund over 10 years Nala founded (Peregrine's B-BBEE partner) ApexHi UK Limited established 49,9% stake acquired in SA Alpha Capital (Cayman Islands based asset manager) Assets under management: Gross: R81,6 billion* Number of employees: 565* PURE HEDGE FUND STENHAM QUADRANT Winner of SA Market Neutral and Quantitative category #1 Derivatives dealing 10 Year Performance (>US$500m) INVESTHEDGE PAGE 1

2 STENHAM UNIVERSAL II & STENHAM TRADING Gold Rating STANDARD & POORS Restructuring of B-BBEE Shareholding Refined Group Strategy and structure Payment of first special dividend Assets under management: Gross R72,8 billion* Number of employees 558* PURE HEDGE FUND Fund of the Year Best South African Equity Fund Winner of SA Market Neutral and Quantitative category STENHAM GOLD STENHAM ASSET MANAGEMENT STENHAM GOLD #1 Performing Fund of Hedge Fund Best Fund of Hedge Funds Manager Top 10 Fund of hedge Fund ($10 - $250 million ) FINANCIAL NEWS STENHAM PROPERTY Special Jury Award for the development of Alte Post MIPIM 2012, 2011, 2010 PAGE 2

3 #1 Derivative dealing and Derivative research #1 SA Equity Derivative Broking RISK MAGAZINE Peregrine reaches 15 years since listing on the JSE Citadel acquires 70% stake in The Wealth Corporation Payment of second special dividend Assets under management: Gross R78,6 billion* Number of employees: 524* STENHAM ADVISORS Best Investor Relations Team Long-Term Performance - Single Manager (Based on three year returns) #1 Overall Equity derivative Products RISK MAGAZINE STENHAM GOLD #1 Performing Fund of Hedge Fund & Top 10 Fund of Hedge Fund ($10 - $250 million) STENHAM HEALTHCARE Top 10 Performing Fund of Hedge Fund (US$10 - US$250 million) STENHAM CREDIT OPPORTUNITIES Top 10 Performing Fund of Hedge Fund - Fixed Income STENHAM ASIA Top 10 Performing Fund of Hedge Fund - Emerging Markets #1 Overall Derivative Firm (weighted) #1 Derivatives dealing and Derivative research Citadel celebrates reaching its 20 year operating anniversary Payment of an ordinary dividend of 100 cents, up 39% Citadel increases stake in The Wealth Corporation to 100% Citadel Executives acquire a further significant stake in Peregrine Assets under management: Gross R96 billion* Number of employees: 573* PAGE 3

4 PURE HEDGE FUND Five Year Performance - Single Manager Fund of the year Market Neutral and Quantitative category - Single Manager #2 in Merger & Acquisitions BROKER #1 Overall Equity Derivative Products RISK MAGAZINE Stenham Property sale into dual listed Stenprop vehicle Acquisition of 50% stake in Java Capital Assets under management: Gross R91 billion* Number of employees: 672* Five Year Performance Single Manager #1 Overall Derivative Firm #1 Derivative Research #1 Dealing Derivatives #2 Risk Management Research STENHAM HEALTHCARE Hedge Fund of the Year PAGE 4

5 #1 in Merger & Acquisitions Peregrine reaches 20 years since inception Citadel acquires 100% of Consolidated Financial Planning Launch of BayHill Capital, a private client share portfolio business Increase in shareholding in Stenham Limited to 85.1% Peregrine Capital assets increase by more than 50% Assets under management: Gross R116 billion* Number of employees: 743*, HIGH GROWTH H4 QI, FLEXIBLE YIELD H4 QI Five Year Single-Manager New Fund of the Year #2 in Merger and Acquisition INVESTMENT ADVISORS #1 Merger and Acquisition INVESTMENT ADVISORS PAGE 5

6 #2 in Merger and Acquisition #1 in Merger and Acquisition #3 in Merger and Acquisition INVESTMENT ADVISORS S #3 in General Corporate Finance #1 in General Corporate Finance #1 in Merger & Acquisitions #2 in Merger & Acquisitions #3 in General Corporate Finance INVESTMENT ADVISOR Establishment of Bellerive Stenham joint venture Stenham Wealth Management CI established Empowerment joint venture between Citadel and African Financial Group (AFG), BayHill Capital Increase in shareholding in Stenham Limited to 88.8% Disposal of Caveo Fund Solutions and Cannon Asset Managers Assets under management: Gross R109 billion* Number of employees: 714* HIGH GROWTH H4 QI Best Prime Broker in Africa 2017 #1 Dealing Derivatives #1 Five Year Award - Single Manager GLOBAL FINANCE FLEXIBLE YIELD H4 QI PURE HEDGE H4 QI (BY DEAL VALUE & FLOW) #1 Multi-strategy category - Single Manager #1 Market Neutral and Quantitative category - Single Manager #1 in Merger & Acquisitions PAGE 6

7 SPONSORS (BY DEAL VALUE & FLOW) #2 in General Corporate Finance INVESTMENT ADVISERS SPONSORS INVESTMENT ADVISERS & SPONSORS #3 in General Mergers and Acquisitions INVESTMENT ADVISERS Stenham Limited becomes a wholly owned subsidiary Peregrine unbundles and distributes all of its shares in Sandown Capital by way of a distribution in specie Peregrine Securities launches its offshore execution and custodial business, Peresec, in Guernsey Peregrine Treasury Solutions acquires 100% of Impex Treasury Solutions Citadel acquires 30% of Electus Fund Managers Assets under management: Gross R103 billion* Number of employees: 767* STENHAM ASSET MANAGEMENT PEREGRINE EQUITIES (BY VALUE, VOLUME AND DEAL FLOW) Fund of Hedge Funds Management Firm of the Year #1 - February 2018 JSE HFM EUROPEAN PERFORMANCE AWARDS PAGE 7