THE SEQUOIA TREE The Sequoia Tree is an emblem for long life, for attaining your lofty dreams, stretching your limits and reaching to be the best you can be…… to reach for the stars. The roots of the Sequoia Tree reach in all directions, intertwining with the roots of other trees. Locked together in this way, all the trees support each other in wind and storms. These characteristics of the Sequoia Tree represent our business philosophy and the way we engage with our clients.

Sequoia Capital Management operates as a boutique discretionary fund manager (DFM). We are a solution driven manager with a

passion for client service. Discretionary investment management is our core specialisation and focus. To stay true to our core we do not

shy away from strategically partnering with service providers that can enhance and add value to our business, solutions and service.

BOUTIQUE DISCRETIONARY FUND MANAGER

GET IN TOUCH: info@sequoiacapital.co.za www.sequoiacapital.co.za

Sequoia Capital Management (Pty) Ltd is an authorised discretionary financial services

provider, FSP 49393 license.

We appreciate that devoting sufficient time to your clients’ investments, both at the initial recommendation stage and in the ongoing

monitoring of portfolios, is becoming increasingly difficult and time consuming. Investment advice can be complex and a portfolio of great

investments is not necessarily the same as a great portfolio.

There is a plethora of funds to choose from in the marketplace, as well as more complex investments which may not be available to the

retail market. Research takes time and an extensive amount of resource.

Working with a discretionary fund manager (DFM) can be an ideal solution for advisers who are looking to outsource the day-to-day asset

allocation and fund selection decisions, allowing more time to focus on your clients’ financial planning requirements.

WHY USE A DFM

PORTFOLIO REPORTING

The relationship between the DFM, adviser and client is of paramount importance in understanding the needs of your client. We recognise

that one size does not fit all. We will work with you to understand your client book and advice practice. Our DFM service offers bespoke

portfolio management, portfolio reporting and consolidated client reporting.

Through our portfolio reporting we empower

advisors with information, market research,

analysis and feedback on our portfolios.

The following features can be accessed via

our online portfolio reporting portal:

Elevate your advice practice from the rest of

the competition. We consolidate your clients

statements across various investment

platforms.

The following features can be accessed via

our online client reporting portal:

DFM SERVICE MODEL

GET IN TOUCH: info@sequoiacapital.co.za www.sequoiacapital.co.za

Sequoia Capital Management (Pty) Ltd is an authorised discretionary financial services

provider, FSP 49393 license.

Portfolio management is executed through the

development of your own bespoke portfolios

or the use of our in-house portfolios across all

major investment platforms.

All the portfolios are:

PORTFOLIO MANAGEMENT

CONSOLIDATED CLIENT REPORTING

Multi managed

Multi strategy

Risk profiled

Time profiled

Co-branded if it is bespoke portfolios

Monthly portfolio factsheets and market

review

Client investment mandate

Quarterly market commentary and

research

Quarterly portfolio reports and X-Rays

Your practice portfolio asset analysis

The consolidated client statements

The statement are branded for your

practice

Statement can be bulk forwarded to your

clients