At Plane Tree Capital, we take a purposeful and strategic approach to investing, combining expertise with a deep commitment to creating value. Our philosophy is built on three core pillars:
We prioritize safeguarding your investments by implementing rigorous risk managemen strategies. Your trust is our foundation, and we strive to preserve and protect your capital at every step.
Our focus is on unlocking growth opportunities that deliver measurable returns. Through tailored financial solutions and strategic investments, we help your capital thrive in competitive markets.
Beyond financial returns, we aim to make every investment meaningful. Our strategies are designed to create sustainable, positive impacts for businesses, communities, and the environment, ensuring your legacy endures.
Private credit offers a low-risk, stable alternative to other fixed-income investments. Each loan we provide is primarily secured by the financed asset, with additional securities added when needed. Senior secured debt ranks highest in repayment priority, providing a secure foundation for investors.
The Strength of Private Credit
Private credit delivers consistent returns of approximately 8% annually, rivaling global equity returns over the past two decades but with significantly lower volatility. It offers portfolio diversification with low-risk, stable returns, ranking higher in security than equity investments.
Plane Tree Capital (Pty) Ltd is an Authorised Financial Services Provider (FSP 51788).
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While completing his qualification of BCom Financial Management, Stephen undertook varying jobs in the motor vehicle industry. Since 2006 he has been involved in a private company, trading and distributing agricultural commodities between Asia and Africa, as Managing Director. Stephen is also responsible for the management of several listed and unlisted investments held by his family office. Stephen co-founded Plane Tree Capital in March 2021
Duncan Potts is a qualified CA(SA) and a CFA charter holder. He spent 2 years in London and Amsterdam working in financial services prior to returning to South Africa. Duncan joined Challenger Trade Finance Fund in 2017 and was instrumental in growing AUM from 17md when he joined to USD 60md at its peak. Duncan managed a significant portion of the book and worked in all facets of the business including finance and capital raising. Duncan co-founded Plane Tree Capital in March 2021.
Richard Hart holds a B.Bus.Sci in Finance and Economics specialising in international trade. After spending 13 years as a commodities and mining analyst with tier 1 global investment banks, Richard joined Challenger Trade Finance Fund as an equity partner in 2017. His experience gained as an analyst allows him to understand and manage shifts in commodity markets for live funded transactions. Richard co-founded Plane Tree Capital in March 2021.