Headquartered in Columbus, Ohio, Rwabutaza Capital, LLC is a global asset management firm whose mission is to deliver exceptional returns to shareholders. It is a subsidiary of Rwabutaza, Inc. and is now open to accredited investors and institutional investors. The minimum requirement to be accepted as a client is both, a USD $1 million investment, and to be an accredited investor or an institutional investor.
Accredited investors are high net worth individuals who meet specific high income or net worth thresholds (e.g., $200k annual income or $1M net worth excluding primary residence) or be deemed “sophisticated” to invest, as hedge funds aren’t open to the general public like mutual funds. An institutional investor is a large organization, like a pension fund, mutual fund, insurance company, bank, or endowment, that pools money from many clients or members to invest in securities and other assets on a massive scale, acting as professional money managers with significant market influence and often different regulatory treatment than individual investors.
Who Qualifies as an Accredited Investor (Individuals):
- Income: Earned at least $200,000 in each of the two most recent years (or $300,000 jointly with a spouse) and expect the same for the current year.
- Net Worth: Have a net worth over $1 million, excluding the value of their primary residence.
- Professional Qualification: Hold certain professional licenses (like a FINRA Series 7, 65, or 82).
Who Qualifies (Entities/Institutions):
- Institutions: Pension funds, insurance companies, endowments, and sovereign wealth funds.
- Sophisticated Investors: Certain trusts or entities with $5 million or more in investments, managed by a sophisticated person, are also eligible.
Why These Restrictions?
- Complexity & Risk: Hedge funds use complex strategies (leverage, derivatives) and have less regulation, so they’re deemed unsuitable for average retail investors.
- Less Disclosure: They aren’t subject to the same public disclosure rules as mutual funds, requiring investors to be knowledgeable about the risks.
Our Investment Strategy
At Rwabutaza Capital, LLC, our investment strategy is Value Investing with Derivatives Hedging, targeting a concentrated number of high-quality, underpriced companies that show longevity, consistent pricing power, revenue generation power, profitability and minimal debt. We take advantage of the market’s short-term thinking to drive long-term results for our clients.
Our Fee Structure
We use the “2 and 20” fee structure, which means we charge a 2% annual management fee on Assets Under Management (AUM) for operational costs, plus a 20% performance fee (or “carry”) on profits, typically above a hurdle rate, aligning manager incentives with investor returns.
Key Components
- The “2” (Management Fee):
- An annual fee, usually 2%, calculated on the total Assets Under Management (AUM).
- Covers fund operating expenses like salaries, rent, and research.
- Paid regardless of fund performance.
- The “20” (Performance Fee/Carried Interest):
- A share of the profits, typically 20%.
- Designed to reward managers for outperformance.
- Often applied only after profits exceed a pre-agreed minimum return (hurdle rate) or a high-water mark (previous peak value).
Example Calculation
If a fund has $100 million in AUM and earns a 10% return ($10 million profit):
- Management Fee: 2% of $100M = $2 million.
- Performance Fee: 20% of the $10M profit (assuming no hurdle) = $2 million.
Common Variations & Protections
- Hurdle Rate: A minimum return (e.g., 8%) that must be met before the 20% fee kicks in.
- High-Water Mark: Ensures managers only earn performance fees on profits that exceed the fund’s previous highest value, protecting investors from paying twice for recovering losses.
- Negotiated Terms: Large investors often negotiate lower fees or different structures.
Rwabutaza Capital’s Minimum Viable Equity Portfolio as of December 31, 2025
| Entity | Ticker | Market Value | Cost | Shares | Avg. Cost Per Share | % of holding |
|---|---|---|---|---|---|---|
| American Express | AXP | *** | *** | *** | *** | *** |
| Apple, Inc. | AAPL | *** | *** | *** | *** | *** |
| Bank of America | BAC | *** | *** | *** | *** | *** |
| Boeing | BA | *** | *** | *** | *** | *** |
| Capital One Financial Corp. | COF | *** | *** | *** | *** | *** |
| Citigroup, Inc. | C | *** | *** | *** | *** | *** |
| Coca-Cola | KO | *** | *** | *** | *** | *** |
| Goldman Sachs | GS | *** | *** | *** | *** | *** |
| Huntington Bancshares, Inc. | HBAN | *** | *** | *** | *** | *** |
| Johnson & Johnson | JNJ | *** | *** | *** | *** | *** |
| Jones Lang LaSalle | JLL | *** | *** | *** | *** | *** |
| JP Morgan Chase | JPM | *** | *** | *** | *** | *** |
| Lockheed Martin | LMT | *** | *** | *** | *** | *** |
| Morgan Stanley | MS | *** | *** | *** | *** | *** |
| Northrop Grumman | NOC | *** | *** | *** | *** | *** |
| PNC Financial Services Group | PNC | *** | *** | *** | *** | *** |
| Procter & Gamble | PG | *** | *** | *** | *** | *** |
| US Bancorp | USB | *** | *** | *** | *** | *** |
| Wells Fargo | WFC | *** | *** | *** | *** | *** |
| Grand Total | *** | *** | *** | *** | *** |
Our Portfolio Manager
Allan Anthony Rwabutaza, Ph.D.
Dr. Allan Anthony Rwabutaza received a Bachelor of Arts degree in Mathematics from Berea College in May 2002 with significant coursework in Computer Science. He went on to Graduate School at Miami University of Ohio and studied Applied Probability, Optimization and Graph Theory in the Department of Mathematics and Statistics, with significant graduate coursework in Computer Science at the Department of Computer Science and Software Engineering, receiving a Master of Science degree in Mathematics in August 2004. In November 2009, he received and a Ph.D. in Computer Science and Engineering degree (magna cum laude) with a concentration in Cryptology & Steganology Information Security, Algorithms and Operating Systems from Wright State University. While in High School, Undergraduate and Graduate schools, he completed and passed 4-year Book-Keeping and Accounting coursework (January 1992- November 1995), Economics (1996-1998, 2007-2009) and MBA (2008-2009). In August 2010, he founded Rwabutaza Inc, an Information Technology and financial services firm, where he is Chairman and CEO. He is currently a Chartered Financial Analyst (CFA) candidate, actively involved with mBridge, BRICS pay and XRP blockchain platforms, which are new cross-border payments systems that use Distributed Ledger Technology (DLT) and Central Bank Digital Currencies (CBDCs) to make cross-border financial transactions faster, cheaper, more effective and more efficient. He resides in Westerville, North-East of Columbus, Ohio.