Consistency and Focus No Matter
How Challenging the Conditions

Our Dynamic Team of Experts are Future-Focused and Embrace Market Volatility

Multi-Asset Strategy

We offer a range of long-only and alternative multi-asset mandates. Our investment philosophy is to construct well-diversified portfolios, which will maximize client returns whilst exhibiting low level of volatility in returns.

Equity

We provide a wide range of award-winning equity offerings to Institutional clients in South Africa, Africa and global markets. Our expertise cover alternative equity mandates (Including long/short and market neutral equity mandates) dating back to November 2003 when our first hedge fund was launched) fundamental long-only mandates and multi-factor quantitative-led equity mandates. Our equity solutions have been established as leading funds in the South African market delivering exceptional long-term performance.

Fixed Income

We have global expertise in the fixed income markets across a wide range of long-only and alternative fixed income strategies. Our product range includes money market mandates, credit mandates, interest rate and government bond mandates.

Listed Real Estate

As there is a significant divergence in real estate returns between different countries, different sectors and different stocks, our approach is to build high conviction portfolios in the listed real estate space. Our mandates cover both the South African and Global listed real estate markets.

Real Assets

Our real asset capabilities encompasses real estate hospitality and private debt. Our capabilities cover the complete lifecycle of both single asset and portfolio investments, providing a unique ‘one-stop-shop’ approach resulting in a cohesive and strategic response to our clients’ investment objectives. We approach every investment as unique and recognise that our clients’ requirements may evolve during the investment process. Accordingly, our services are tailored to specific investments and provide flexibility.

Fairtree Operational Real Estate (NEW WEBSITE)

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Multi Asset Funds

The objective of the fund is to create long-term wealth for investors by investing across a diversified range of alternative investment strategies across multiple asset classes.

The fund is focused on South African capital markets.

The objective of the fund is to create long-term wealth for investors by investing across three asset classes; equities, fixed income and commodities.

The fund is focused on South African capital markets.

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.

Equity Funds

The objective of the fund is to create long-term wealth for investors by extracting alpha from equity markets.

The fund is focused on South African equity markets.

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.

The Fairtree Global Equity Prescient Feeder Fund aims to create medium to long-term capital growth. To pursue its objective,the fund invests in developed market shares, combining global screening models with the Fairtree active fundamental investment philosophy.

The objective of the fund is to create long-term wealth for investors by taking advantage of valuation discrepancies that emerge within sectors and industries.

The fund is primarily focused on South African equity markets.

Fixed Income Funds

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 objective of the fund is to create medium to long-term wealth for investors by taking advantage of valuation discrepancies that emerge in the credit market.

The fund is focused on South African capital 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.

Listed Real Estate Funds

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.

Ryan Jamieson

Ryan Jamieson

Head: Retail Sales (North & KZN)​

Ryan joined Fairtree in 2016 and is the head of Retail Sales. He has over 25 years of experience in the financial services industry. He joined Momentum in 1998, where he held various roles, such as investment marketing, sales and distribution, over 15 years. In addition, he led the national team of Investment Specialists at Momentum and served on Group Investment Committees. Ryan then joined Investec, where he continued to be involved in the sales, marketing and distribution of the Investec fund range. He returned to Momentum as head of Wealth Management, where he was responsible for the full integration of the investment philosophy, house views, fund solutions and wealth management proposition. 

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Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.

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Contact us

Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.