Protea Long Short Equity

The Fairtree Protea Equity Long Short SSN Retail Hedge Fund was launched in July 2017

The Fairtree Protea Equity Long Short SSN Retail Hedge Fund is a South African long/short equity hedge fund with the objective of generating above-average returns by following a 'quantamental' investment approach, combining traditional fundamental analysis with quantitative investment techniques. The investment manager systematically identifies individual mispriced securities whilst ensuring sufficient diversification to guard against inappropriate risk concentration.

The fund focuses on JSE-listed securities and has a net equity exposure of 35-70% at most times, with a maximum gross exposure of 200% (i.e. maximum 2x leverage). The fund has a minimum investment requirement of R50,000.

“In the short run, the market is a voting machine, but in the long run, it is a weighing machine.”

Benjamin Graham


Investors should take cognisance of the fact that there are risks involved in buying or selling any financial product and that past performance of a financial product is not necessarily indicative of its future performance. The value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. 

Hedge funds are portfolios of collective investment schemes and are regulated under the Collective Investment Schemes Control Act, 45 of 2002. Investments in portfolios of collective investment schemes are generally medium to long term investments. Collective investments are traded at ruling prices and may engage in scrip lending and borrowing. The manager of a collective investment scheme may close a portfolio to new investors in order to manage the portfolio more efficiently in terms of its mandate.

The information and documentation presented on this site do not constitute a solicitation, invitation or investment recommendation. Prior to selecting a financial product or fund it is recommended that investors seek specialised financial, legal and tax advice. Fairtree Asset Management (Pty) Ltd accepts no liability of any kind resulting from reliance being placed on any information contained on this website. Fairtree Asset Management (Pty) Ltd endeavours to provide accurate and timely information, but makes no representation or warranty as to the correctness, accuracy, completeness or suitability of any of the information contained on this website. The laws of the Republic of South Africa shall govern any claim relating to or arising from the contents of this website.


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