Professional asset management built on trust, expertise, and a commitment to long-term value creation for our clients.
Founded in 2007, Octagon Africa has grown to become one of East Africa's leading independent asset management companies. We manage investments for pension funds, financial institutions, corporations, and high-net-worth individuals.
With over KES 85 billion in assets under management, our disciplined approach to investing has consistently delivered competitive returns while maintaining rigorous risk management standards.
Our approach is grounded in fundamental research, disciplined execution, and a long-term perspective. We believe in building sustainable wealth through:
Deep, bottom-up analysis of investment opportunities based on financial fundamentals, competitive positioning, and management quality.
Comprehensive risk assessment integrated into every investment decision with multiple layers of oversight and control.
Patience and discipline to ride through market cycles, focusing on sustainable growth rather than short-term gains.
Our interests are aligned with our clients through transparent communication and performance-based compensation structures.
Trust is the foundation of our business. We maintain the highest standards of corporate governance and regulatory compliance.
Octagon Africa is licensed and regulated by the Capital Markets Authority (CMA) of Kenya. We adhere to all regulatory requirements including regular reporting, capital adequacy standards, and client protection rules.
Our experienced Board of Directors provides independent oversight of investment decisions, risk management, and operational policies. The board includes industry veterans with decades of financial services experience.
Client assets are held with independent, reputable custodians. We maintain strict separation between management and custody functions to ensure maximum security of client investments.
We provide comprehensive reporting including monthly statements, quarterly portfolio reviews, and annual audited financial statements. All fees are clearly disclosed with no hidden charges.
Our experienced team brings together decades of investment expertise across multiple market cycles.
Head of Unit Trusts
25+ years in investment banking and asset management. Former Head of Investments at Pan Africa Bank.
Operations and Compliance Officer - Unit Trusts
18+ years in portfolio management. CFA Charterholder with expertise in fixed income and equity markets.
Operations and Compliance Officer - Unit Trusts
15+ years in risk management. Former regulator with the Capital Markets Authority.