OUR INVESTMENT PHILOSOPHY
Fairtree is a leading investment manager that manages alternative and long only investment portfolios across all global asset classes for institutional clients and high net worth individuals. Based in Cape Town, South Africa, our firm commitment to a consistent investment philosophy has continued to deliver high-quality returns to investors since the inception of our first fund in 2003.
A TOP-DOWN AND BOTTOM-UP VIEW
Meticulous top-down and bottom-up analyses ensure a diversified selection of investments in each fund. With expertise grounded in South Africa, we have developed a diverse global product portfolio. Our solutions include a variety of equity, fixed income, credit, commodity, property, hospitality private equity, balanced and multi-strategy mandates across multiple global geographies with around R84 billion ($3,8 bn) combined assets under management.
CANADA | GUERNSEY | MIDDLE EAST | NAMIBIA | NORWAY | SA | SWITZERLAND | UK | USA
SA | GUERNSEY | IRELAND | UK | NETHERLANDS | NAMIBIA | LUXEMBOURG
Fairtree © 2020. All rights reserved. Disclaimer | PAIA Manual
The Fairtree group of companies consists out of Fairtree Capital (Pty) Ltd and the following authorised financial services providers: Fairtree Asset Management (Pty) Ltd (South Africa), Fairtree Hospitality (Pty) Ltd (South Africa), Fairtree Capital International IC Limited (Guernsey) and Fairtree Asset Management LLP (UK).Tel: +27 21 943 3760
Client Service: +27 861 76 0760
Guernsey: +44 1481 704
Email: clientservices@fairtree.com
Tel: +27 21 943 3760
Client Service: +27 861 76 0760
Guernsey: +44 1481 704
Email: clientservices@fairtree.com
The Fund is an actively managed equity fund, investing in listed real estate securities in developed markets across the globe. The fund’s objective is to provide our clients access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid dividends in USD.
The Fund is a global macro multi-asset class portfolio. The long-term objective of the portfolio is to achieve superior risk adjusted returns through investment across a diverse set of investment strategies and asset classes.
The Fund is an aggressive equity long short hedge fund consisting predominantly of listed South African shares.
The Fund is a directionally biased Long / Short equity fund that seeks to participate in 60% of the market upside and protect against 60% of the market downsize.
The Fund is a high conviction actively managed equity fund. The portfolio has a long-term focus invests in securities across all sectors of the JSE Securities Exchange which trade below intrinsic value or have capital appreciation potential.
This is a Global Real Estate UCITS which invests in listed real estate securities in developed markets across the globe. The fund’s objective is to provide our clients access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid dividends in USD.
The Fund is a largely domestic, high yield, fixed income portfolio which aims to return STEFI + 3% after fees through the interest rate cycle.
The Fund invests in South African fixed income instruments and is geared to take full advantage of relative value and yield curve shape opportunities, in the local fixed income and fixed income derivative markets.
The Fund aims to maximize current income while preserving capital and providing daily liquidity to investors by investing in high quality, short-term money market instruments.
The Fund aims to provide superior risk adjusted returns above ALBI to our clients regardless of market conditions. The fund will aim to return 1% per annum above its benchmark, the ALBI, on a 3 year rolling basis.
The Fund is a single hedge fund which provides investors with exposure to a diversified range of alternative investment strategies across multiple uncorrelated asset classes. The underlying strategies are managed by award winning specialist strategy teams, with all securities traded within one fund structure. A dedicated multi strategy team is responsible for the capital allocation and risk monitoring
The Fund employs a fixed capital allocation approach, which is rebalanced monthly. The fund assumes exposure across three Fairtree asset classes: fixed income, commodities and equities. Capital is allocated on an equal fixed capital basis across the three funds, and an additional risk allocation introduces a further degree of gearing.
The Fund is an actively managed multi asset class fund. The fund aims to provide a moderate to high risk and return profile, from a balanced range of local and global equity and fixed income markets.
The Fund is a largely domestic, high yield, fixed income portfolio which aims to return STEFI + 3% after fees through the interest rate cycle.
Please choose your desired view:
We use cookies to give our users the best experience. For more information, please visit our cookie policy