Fund objective
The objective of the Fund is to create long-term wealth for investors by extracting alpha from equity markets.
Fund policy
The portfolio is managed as a long/short hedge fund, focused on extracting alpha returns from the South African equity market. The funds returns are delivered through fundamental knowledge of South African equities vis-à-vis economic growth and broad economic themes as well as medium to long -term relative valuation opportunities, generating the largest portion of its returns through its directional bias. Relative value pairs, together with absolute longs and shorts seek to stabilize returns in turbulent market conditions, supported by the adjustment to the net exposure.
Risk indicator
The risk indicator provides a visual representation of the level of risk associated with the fund, helping investors understand the potential volatility and return profile. Investors are encouraged to consider their risk tolerance and investment goals when selecting a fund. The risk category shown is not guaranteed and may change over time.
FUND FACTSHEETS
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Values-driven investing
Portfolio manager
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Clarissa van der Westhuyzen
Equity Portfolio Manager
Managed fund since Inception
Key documents
Download the necessary application forms to start your investment journey with Fairtree.
Complete this form to start a Qualified Investor Hedge Fund investment as an individual. You will be required to provide supporting dcuments as er FICA requirements.
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Complete this form to start a Qualified Investor Hedge Fund as a legal entity. You will be required to provide supporting documents as per FICA requirements.
Download