Overview
CBZ Asset Management Private Limited T/A Datvest is a wholly owned subsidiary of the diversified and listed financial services Group CBZ Holdings (CBZH). Datvest is one of the largest asset management companies in Zimbabwe and currently manages over US$140 million in assets on the stock market, fixed income market, property market and other asset classes.
Datvest, the asset management division of the CBZH Group is registered by the Securities and Exchange Commission of Zimbabwe (SECZ). Datvest offers a wide range of managed investment portfolio services to pension funds, corporates and individual investors through the following:
- Pension Fund Portfolio Management
- Private Client Equity and Money Market Portfolio Management
- Fixed Income Investments
- Property Investments
- Unit Trust Investments
- Advisory Services
History
Datvest, traces its beginnings back to 1990 when Dataworld (Private) Limited was incorporated. We have acquired a significant level of experience over the past twenty-three years and in so doing have become one of the largest asset managers in Zimbabwe. Our track record over this period speaks for itself and is reflected in our prestigious client base of high net worth individuals, corporate entities, pension funds and unit trust clients.
This, coupled with a dedicated, experienced and highly qualified management team allows us to give clients the efficient service for which we have become renowned.
Capabilities
Our Investment Objective is to “Exceed agreed benchmarked returns over a rolling three year period using a Balanced Methodology. We believe that a suitable weighting should be assigned to each asset class represented in a fund, dictated by the nature of the investor’s liabilities, which combine to produce a diversified portfolio. Upon taking on a new client, we meet with the trustees and agree strategy and core buying lists around which we build a portfolio. We utilise a focused portfolio methodology and our equity portfolios are relatively low risk and are approved by Trustees in terms of our Strategic Plan.
We use various tools to select our investments and these are crosschecked firstly against fundamental and technical indicators and secondly against our own business knowledge of the Zimbabwean companies and the economy. Full use is made of internet capabilities and we continually keep abreast of international investment trends through regular training and our association with international investment houses. Derivative instruments, such as futures and options, will not be included in the portfolio unless specifically agreed to. Our unique mix of skills ensures a well-rounded view when it comes to analysing investment opportunities and we have the luxury of the most comprehensive financial and economic database in Zimbabwe to support this important process.