Let your wealth
find its roots.
The red oak tree stands as one of the largest trees in nature. In the right environment, it can stretch up to 28 meters tall with a trunk nearly 2 meters in diameter. Its expansive reach is sustained by deeply rooted systems, delving into the richest soils. Characterised by a patient growth, the red oak tree has been observed to live for up to 400 years.
Much like the red oak’s patient growth and enduring strength, we curate funds with a focus on resilience and sustained growth. Our deep-rooted commitment to understanding the financial landscape allows us to seek out the most fertile opportunities, ensuring that our investment strategies stand the test of time.
Red Oak BCI
Cash Plus Model Portfolio
ideal for investors
seeking capital protection and liquidity.
Aiming to preserve capital over the short term, this portfolio focuses on generating steady and reliable income while keeping risk to a minimum.
Red Oak BCI
BALANCED
FUND OF FUNDS
ideal for medium-term investors
seeking steady growth.
Managed to balance risk and return, this fund helps protect against inflation while ensuring sustainable growth in volatile conditions.
RED OAK BCI
WORLDWIDE
Flexible fund of funds
ideal for investors seeking global
diversification and long-term capital growth.
Designed for optimal long-term returns, this fund strategically allocates assets between local and offshore markets to achieve consistent growth over time.
Meet the Managers
The partnership between JWR and Louis Bekker began in 2016 with the launch of Red Oak. From working with ABSA Multi Managers. later acquired by Sanlam Multi Managers, Louis has been with us every step of the way.
With experience across global markets from London to Johannesburg, Louis brings deep expertise in investment strategies, risk management, and asset allocation. His focus on long-term value has been instrumental in building and managing our funds.
We are proud that Red Oak was nominated for a 2024 Raging Bull Award, reflecting our commitment to delivering strong, client-focused investment solutions.
Origin & Philosophy
JWR was built with the mission of aligning financial plans with personal values and aspirations. In practical terms, this means tailoring investments to match individual goals and risk appetites. To deepen this commitment, Red Oak Capital was launched in 2015 to give our clients access to investment solutions that are actively managed in accordance with their aspirations and preferences.
By combining expert management, diversification, and cost-efficiency, we offer a practical way to keep investments aligned with financial plans—no matter the market conditions.
