Our Investment Principles | Citadel Capital (Uganda) Limited

Our Investment Principles

  • Building solid, proprietary research in a transparent and repeatable process.
  • Focusing on maximizing value for each client by providing our maximum endeavor on their stated needs.
  • Taking deliberate and appropriate risks in financial markets, maximizing client reward within known risk and time parameters.
  • Recognizing that financial markets are inefficient, identifying the opportunities that exploit these inefficiencies.
  • Identifying, and avoiding the pitfalls that destroy investment value – high asset management turnover, overly complex structures, excessive fees, etc.
  • Encouraging client participation in our collaborative process of strategy formulation and portfolio selection.
  • Always remembering that this investment process is built around a team and not around an individual.
  • Providing a clearly identified standard of excellence and ethics in client service.
Investment-Principles-citadel capital

Indicative returns per annum

 November 2018January 2020
91-day treasury bill11.3%9.4%
182-day treasury bill13.0%11.3%
364-day treasury bill13.5%12.5%
2-year treasury bond15.5%14.1%
3-year treasury bond16.8%15.0%
5-year treasury bond16.9%16.5%
10-year treasury bond17.2%14.3%
15-year treasury bond17.5%15.5%