About Us

Diamond Capital Fund (DCF) is a global equity fund with a credible long term track record. It was founded in 2001.

DCF follows an old fashioned stock picking strategy with a quality bias. 

DCF enjoys the following competitive advantages:

  • Follow a long term reasoned and patient investment approach
  • DCF would rather pay a fair price for a wonderful business (high returns, high barriers to entry, dominant market position, great management, strong brands) than pay a low price for a poor business (no pricing power, needing leverage, weak balance sheet, no control over price or demand)
  • Make investment decisions mindfully, thinking slowly, aiming for fewer but better choices
  • Its small size gives it a large opportunity set 
  • Global diversification lowers the risks 
  • Geographic isolation leads to an independent thought process away from all the noise and distractions of Wall Street
  • Knowing what to avoid
  • Short term gyrations in stock prices are random and therefore ignored
  • 30 years of investing experience
  • 6% turnover ratio ensures conviction and patience to allow compounding to work its magic

Fund Manager

James Henry is the founding fund manager of DCF. He is a qualified CA(SA) graduating from the University of Cape Town in 1991. He completed his articles at Deloitte in 1994. He graduated from UCT with Tax Honours in 1996. He honed his passion for investing while working as analyst and fund manager at Old Mutual Asset Management, Velocity Asset Management and HSBC Asset Management. Furthermore he consulted to CounterPoint Asset Management in 2015 to help them launch their global fund.

Disclaimer

The distribution of the information contained in this site is governed by the laws of the British Virgin Islands and does not constitute an offer to sell, or a solicitation of an offer to purchase under the laws of the British Virgin Islands, nor under the laws of any jurisdiction in which such an offer or solicitation is not authorized or to whom it is unlawful to make such offer or solicitation. None of the information relating to the Fund, the Offering Memorandum relating to the Fund nor any communication made from within this site relating to the Fund is intended for residents of the United States of America. A person considering any of the investment products contained herein should carefully consider each investment in the context of their investment objectives, tolerance for volatility, and risk to principal.

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