Fund objective
The objective of the Fund is to provide superior risk-adjusted returns over and above cash irrespective of market conditions over the medium term.
Portfolio strategy and mandate
The portfolio is managed by balancing fixed income relative value exposures with credit exposures, in a way that minimises market risk and allows the portfolio to achieve its targeted return over the medium term.
We believe that the markets are not always efficient and therefore present mispriced assets which can be taken advantage of to generate excess returns. A disciplined approach to fundamental and quantitative analysis helps to identify these mispriced assets. We believe that a team-based fundamental approach to the valuation of assets, combined with cutting-edge quantitative techniques in portfolio construction and risk management help build a fund to achieve the objectives of superior risk -adjusted returns. The manager may create leverage in the Portfolio by borrowing funds, using short positions or engaging in derivative transactions
Fund profile
The Fairtree Proton RCIS RHF aims to provide superior risk-adjusted returns over and above cash, irrespective of market conditions. The Fund has a targeted return of cash plus 6% over a rolling 3-year period.
FUND FACTSHEETS
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Values-driven investing
Portfolio managers
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Key documents
Download the necessary application forms to start your investment journey with Fairtree.
Please complete this form to begin your Retail Hedge Fund investment as an individual. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 19 to 22 of the application form for more information.
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Please complete this form to begin your Retail Hedge Fund investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 22 to 29 of the application form for more information.
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Values-driven investing
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