Your Growth.
Our Passion.
Pin Oak Capital generates predictable, risk-adjusted returns for institutions and high-net-worth individuals — through every market cycle.
The cornerstone of our business is risk management — generating predictable, consistent returns for our investors through proprietary financial models that perform across every market cycle.
Pin Oak Capital is an independent, boutique asset management firm dedicated to one purpose — protecting and growing the wealth of the people and institutions who place their trust in us.
We specialise in structured investment solutions tailored to each client’s unique objectives, offering a Regulation 28-compliant fund alongside direct portfolio management expertise. Whether the mandate is capital preservation, long-term growth, or a carefully balanced blend of the two, we build solutions that are designed to deliver — not just in favourable markets, but through every cycle.
Our portfolio managers bring multi-decade experience across South African and global markets. That depth of experience allows us to make considered, conviction-led decisions — always with our clients’ long-term interests as the only measure that matters.
“Experience gives us the knowledge to build pragmatic solutions — and our independence gives us the freedom to put our clients first.”
As an owner-managed firm, we are wholly invested in what we do. There are no competing priorities, no institutional pressures. Just a single-minded focus on excellent outcomes for every client we serve.
- 01
Capital protection first
Growth means little if capital is not preserved through difficult periods. Every portfolio we construct is stress-tested for downside scenarios before we consider upside potential. We protect first; we grow always.
- 02
Research-driven conviction
We invest on the basis of deep, rigorous analysis — combining fundamental research with a clear view of the macroeconomic landscape. We commit capital where we have genuine insight, not where the market creates noise.
- 03
Disciplined and risk-aware
Every position carries a considered view on risk. We size carefully, diversify deliberately, and monitor continuously — so that volatility serves our clients rather than working against them.
- 04
Independent by design
We answer to our clients, not to a parent institution. That independence is not incidental — it is the structural foundation that allows us to act in your best interest, without compromise.
What we do.
A focused set of mandates — each built around consistent, risk-adjusted outcomes.
- 01
Regulation 28 Balanced Fund
The Pin Oak Prescient Balanced Fund of Funds — a multi-asset, diversified portfolio targeting real returns of 5% p.a. over a five-year rolling period, fully compliant with Regulation 28 of the Pension Funds Act.
- 02
Bespoke Portfolio Management
Tailored mandates constructed around the specific needs, risk appetite and time horizon of individual and institutional clients — managed with the same discipline and care we apply to our own fund.
Alternative investments
Beyond our core mandates, we are developing the capability to offer alternative investment strategies — for clients seeking diversification beyond traditional listed markets. This offering is taking shape, and further detail will follow in due course.
A fund, in numbers.
The Pin Oak Prescient Balanced Fund of Funds at a glance — as at 31 March 2026. Data is drawn directly from the latest Minimum Disclosure Document.
- Launched
- Apr 2025
- Risk profile
- Medium-High
29 April 2025
Regulation 28 Compliant
Asset allocation
% of portfolioA diversified multi-asset portfolio balanced across South African and offshore exposures, with a deliberate tilt toward SA equity.
- SA Equity 40,7%
- SA Bonds 21,1%
- SA Cash 6,4%
- Offshore Equity 26,8%
- Offshore Bonds 2,7%
- Offshore Cash 1,1%
- Other 1,2%
Share class
E1A single, diversified portfolio — the Pin Oak Prescient Balanced Fund of Funds, E1 class.
Sierra Global Fund (USD)
Class E1 · MU0501S00645
A global, multi-asset USD fund made available to Pin Oak clients seeking diversified offshore exposure — managed entirely independently of Pin Oak Capital.
Download fact sheet (PDF)- Price (USD)
- 1.3464
- Fund size
- $52.2m
- Risk
- Moderate
- Total charge
- 1.4%
- YTD5.9%
- 202514.3%
- 20247.7%
- 202311.3%
CIS Manager PIM Capital Fund Services · domiciled Mauritius · inception 12 July 2023. Not managed by, or a product of, Pin Oak Capital. Past performance is not a reliable indicator of future results.
Portfolio data as at 31 March 2026. Issue date 14 April 2026. Past performance is not a reliable indicator of future results. See the Minimum Disclosure Document for full disclosures, fees and risks.
Monthly disclosures.
On record.
Minimum Disclosure Documents for the Pin Oak Prescient Balanced Fund of Funds (E1 class). Always download the latest monthly release for current holdings, fees and disclosures.
Pin Oak Prescient Balanced Fund of Funds (E1)
March 2026 · Minimum Disclosure Document
Download PDFPin Oak Prescient Balanced Fund of Funds (E1)
January 2026 · Minimum Disclosure Document
Download PDFPin Oak Prescient Balanced Fund of Funds (E1)
November 2025 · Minimum Disclosure Document
Download PDFSpeak to our advisory team.
Confidential inquiries welcomed from individuals and institutions seeking bespoke asset management solutions. A senior member of our team will respond personally.
Pin Oak House, 2nd Floor
Bally Oaks Office Park
Bryanston, 2191, South Africa
Authorised Financial Services Provider · FSP No. 51368