Global macro investment manager
CaBerg Asset Management is a global macro investment manager. We combine macroeconomic research with systematic risk management on our in-house CaBerg OS and CaBerg OMS infrastructure, offering separately managed accounts for high-net-worth investors and multi-prime OMS setups for institutional and B2B clients.
Mandate
Objectives, constraints, liquidity needs and risk parameters should be explicit before capital is put to work.
Custody
Separately managed accounts are held in your own name with ATFX for local clients or Exclusive Markets for global clients. CaBerg manages them under the mandate you sign.
Risk
Positioning, exposure and review cadence are treated as parts of one repeatable process. Loss remains possible and suitability matters.
Evidence
Performance communication belongs beside its period, methodology, fee basis, source and risk disclosure, not separated from them.
Access
A consultation is a structured conversation about objectives, experience and risk tolerance. It is not an investment approval or a guarantee.
What we do
Research on CaBerg OS. Execution through CaBerg OMS. Both developed in-house.
Investment approach
Our investment team builds each position from macroeconomic research, using Bloomberg alongside CaBerg OS, our in-house macro terminal. Every trade is a team decision, sized and monitored within systematic risk limits.
High-net-worth investors
For high-net-worth investors, we manage separately managed accounts held in your own name, with ATFX for local clients or Exclusive Markets for global clients, under a signed mandate with regular reporting.
Institutional and B2B clients
For institutional and B2B clients, we set up CaBerg OMS, our in-house multi-prime order management system, connected to ATFX for local operations and Exclusive Markets for global operations. It handles order routing, allocation, pre-trade risk checks, reconciliation and consolidated reporting.
Trading and investing involve a significant risk of loss and may not be suitable for every investor. Past performance is not indicative of future results.
Investor reporting experience
This focused reporting experience keeps the mandate, documents and risk context close together, without a fabricated balance or performance without context.
Mandate overview
A reporting surface should identify the mandate, account model and reporting basis before it presents an outcome.
Demonstration content only. This is not a live account or performance statement.
About CaBerg
CaBerg Asset Management is a global macro investment manager. We combine macroeconomic research with systematic risk management on our in-house CaBerg OS and CaBerg OMS infrastructure, offering separately managed accounts for high-net-worth investors and multi-prime OMS setups for institutional and B2B clients.
More about CaBergA disciplined operating system
Premium investment experience is not theatre. It is the quality of the mandate, the control environment, the evidence and the decisions made when markets become difficult.
Define objectives, time horizon, liquidity and the capacity to absorb loss.
Choose a separately managed account or a multi-prime OMS setup, and review the mandate, fees and documents.
Apply the mandate consistently and keep decision-making inside agreed parameters.
Connect outcomes to exposure, risk, methodology and the relevant reporting period.
Evidence standard
Our evidence standard begins with provenance: what a figure represents, when it was measured, how it was calculated and who approved it for publication.
Read the risk disclosureThe exact start and end date, plus an as-of date.
Net or gross treatment, fees, currency and benchmark.
Drawdown and volatility beside return, not hidden elsewhere.
Dataset, methodology, owner and approval status.
Regulatory disclosure
CaBerg Investments (Pty) Ltd is listed as a representative of DBG Markets ZA (Pty) Ltd, an authorised Category I and Category II (Discretionary) financial services provider, FSP 41920.
Before investing, review the mandate, custody arrangement, fees, liquidity, risk disclosures and the role of each entity in the operating structure.
Latest insights
Perspectives on mandate design, risk, evidence and operating structure, written to clarify the decision, not accelerate it.
A useful mandate turns broad intentions into boundaries that can guide real decisions.
Read insightReturn without a view of the path, variability and loss risk is incomplete evidence.
Read insightA factsheet is most useful when the mandate, evidence basis and limitations are read together.
Read insightA considered next step
Discuss your objectives, time horizon, liquidity requirements, investment experience and tolerance for loss with the team.
