Rock Capital BCI Worldwide Flexible Fund

The bedrock of a
long-term portfolio.

The most fundamental investment thesis in the world.

We will always need to eat, to heal, to connect, to communicate, to celebrate, and to thrive. Our very humanity is defined by our daily needs and desires.

We need products and services that allow us to prosper in the modern world of today, and the future. The companies that serve those needs — patiently owned over decades — are the most reliable path to lasting wealth.

It is the simple and enduring investment thesis.

Chocolate Electricity Hygiene Warmth
Medicine Food Hydration
Clothing Water Shelter Energy
Insurance Coffee Infrastructure Connection
Luxury Toiletries Soap Communication
Celebration

The world's most essential companies. Owned patiently.

Rock Capital manages the Rock Capital BCI Worldwide Flexible Fund. We invest in the world's most essential companies—those owning dominant brands that serve billions of people who depend on them for fundamental needs like food, health, connection, and commerce.

These companies have been serving these needs for generations and, in some cases, centuries.

The companies that serve those needs—patiently owned over decades—are the most reliable path to lasting wealth.

Portfolio Scale
14 of our high conviction holdings produced a combined
$3.5 Trillion
combined revenue · USD

You already understand our strategy because you live it every day. You likely encounter these companies as part of your daily routine.

This isn't just about finance; it's about a deep-rooted connection to the world's most essential brands. These are the names that provide the comfort, security, and utility that allow our modern lives to function smoothly.

At Rock Capital, we don't need to convince you of their enduring value — we simply hold up a mirror to the daily needs and reliable essentials you already recognise and trust.

Apple
iPhone
Procter & Gamble
Oral-B · Head & Shoulders
Coca-Cola
Dasani · Smartwater · Valpré · Bonaqua
Google
Search · Maps · Gemini AI
McDonald's
McCafé
Microsoft
Office · Azure · AI
Nestlé
Nespresso
+
A sample of High-Conviction Holdings
14 positions in total

If you use these companies' products and services every day — why not own them?

The Rock Capital BCI Worldwide Flexible Fund

These are some of the largest, most financially resilient businesses on earth. They have been serving essential human needs for decades — in some cases, for over a century. And they pay you to own them.

$110B combined Dividends paid by 12 of our holdings in the most recent fiscal year.

The Rock Capital BCI Worldwide Flexible Fund invests in a concentrated selection of the world's most exceptional companies, regardless of geography. While we typically maintain high exposure to global equities, our Portfolio Manager has complete flexibility to adapt our asset allocation across equity, fixed interest as economic conditions evolve.

Managed by people who have their own funds in the strategy.

A strategy that has not changed in twenty years. And will not change in the next twenty. Three portfolio managers. 81 years of combined experience. One conviction.
Evan Giannakis
Evan Giannakis
Portfolio Manager
Rock Capital Management CEO
26 years in the industry
Colin Huber
Colin Huber
Portfolio Manager
CA(SA) BCom BSc
27 years in the industry
Grant Dykes
Grant Dykes
Portfolio Manager
BCom
28 years in the industry

Jared Lebos is the Rock Capital BCI Worldwide Flexible Fund KI.

For Individual Investors

Rock Capital gives individual investors a way to own the world's most essential companies.

Rock Capital gives individual investors a way to own the world's most essential companies—allowing them to build wealth the way they have been building it for generations. We need products and services that allow us to prosper in the modern world. The companies that serve those needs—patiently owned over decades—are the most reliable path to lasting wealth. It is a simple and enduring investment thesis.

  • Talk to your financial adviser about the fund
  • No adviser? We can connect you with one
  • Patient, long-term wealth building
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Enquiry

Get in touch.

Visit Us
3rd Floor, Suite 1
3 Sandown Valley Crescent
Sandown, Sandton
Gauteng, 2196
Contact Us
021 201 1196