Mission
Make Disciplined Investment Processes Legible.
Connect mandate, risk, execution and reporting so that the investor can understand what has been agreed and how it is being evaluated.
About CaBerg
Where Mandates Meet Clarity & Capital Decisions Stay Grounded.
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.
Company story
Built to Make Complexity Accountable.
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.
We work with two brokers: ATFX for local clients and operations, and Exclusive Markets for global operations. Our research runs on CaBerg OS and our execution on CaBerg OMS, both developed in-house.
Vision
Raise the Standard of Investment Communication.
Move the conversation away from isolated outcomes and toward context, evidence, suitability and accountable operating roles.
Our perspective
Claims Need Evidence.
Publication Needs Approval.
Every figure we publish carries its period, basis, source and risk context.
Core principles
The Standards Behind the Experience.
These principles guide both investment communication and the product decisions surrounding it.
Discipline
Decisions remain inside the mandate, especially when markets become difficult.
Transparency
Roles, terms, evidence and limitations should be visible before a decision is made.
Risk Ownership
Risk is treated as a design input and communicated beside opportunity.
Accountability
Every public claim needs an owner, source, approval status and review date.
Operating relationships
Clear Roles. Clear Accountability.
The relationship map names responsibilities without presenting a regulator, service provider or technology platform as a promotional partner.
Regulatory Relationship
CaBerg acts as a representative of an authorised financial services provider. The full disclosure appears below.
Brokers
Client accounts are held in the client’s own name with ATFX for local clients or Exclusive Markets for global clients.
Client Mandate
Defines the agreed strategy, terms, constraints and reporting expectations.
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.
Facts ledger
Facts Should Say Exactly What They Describe.
- Investment approach
- Global macroTeam-led decisions within systematic risk limits
- Services
- SMAs and multi-prime OMSHigh-net-worth, institutional and B2B clients
- Brokers
- ATFX and Exclusive MarketsLocal and global operations
- Infrastructure
- CaBerg OS and CaBerg OMSDeveloped in-house
A considered next step
Continue With a Considered Conversation.
Discuss your objectives, time horizon, liquidity requirements, investment experience and tolerance for loss with the team.