Connecting Alpha with Africa
Qantara Asset Management is an Africa focused management company.
About Us
Qantara AM aims to be both a gateway to Africa for international investors, and a reference player in African sovereign debt, thus participating in the financing of African States, and providing a gateway to international financial products for savers based in Africa.
Qantara AM was founded in 2022 by James Kuate and Alain William. The company is based in Paris and approved by the French Financial Market’s Authority (AMF)
Why invest in Africa
Africa is a continent in full transformation, with specific components such as economic growth, demography and adaptation to climate change. Its position in the development stage and its growth drivers make it a special story and an opportunity for diversification.
Africa is a recent market, generally little addressed by traditional players. If the continent is subject to regular macroeconomic shocks, the dispersion between the different economies and the specificities of each country are not always taken into account. There is often a significant gap between investors' perception of the risk inherent in investing in Africa and their actual risk. Qantara AM's ambition is to shed new light on these markets and to reveal their full potential for value creation.
Africa, with its natural resources, will be a key player in the ecological transition. The continent combines population growth and rising productivity. Governance is improving. All these elements make it an important reserve for future growth.
Qantara African Sovereign Bonds
For most African countries, using financial markets is a relatively recent occurrence. Since domestic markets are not always deep enough, States are increasingly turning to international markets by issuing Eurobonds. This asset class has reached a critical size, but to date there are few, if any, "long only" bond funds dedicated to Africa.
Qantara African Sovereign Bonds is a UCITS fund whose investment universe is made of Eurobonds issued by African States and supranational entities.
The fund's investment process incorporates top-down analysis, bottom-up selection based on cutting-edge fundamental research and an extra-financial (ESG) approach specific to the African continent.
Qantara African Sovereign Bonds offers its investors diversification and exposure to Africa’s economic transformation
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Investment philosophy
Conviction-based management with controlled risk
Qantara AM's investment philosophy is characterized by active conviction management unconstrained by its benchmark index coupled with rigorous risk management. Based on cutting-edge fundamental research and a proven management process, Qantara AM aims to generate alpha for its investors with a permanent concern for the preservation of capital.
An ESG approach adapted to the specificities of Africa
Qantara AM has built its ESG approach on some of the issues of the African continent which it considers to be among the most important. In this respect, 3 targeted performance criteria articulate its analysis model: Energy transition & adaptation to climate change, Education and Governance.
Energy transition & adaptation to climate change
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