Fund objective
The objective of the Fund is to create long-term wealth for investors by extracting alpha from equity markets.
Fund profile
The Portfolio will be managed as a long short hedge fund. The focus is on extracting alpha returns from equities markets. These returns are accessed through fundamental knowledge of stocks vis-à-vis economic growth and broad economic themes as well as medium and 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 stabilise 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.
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.
Complete this form to start an investment as in the Fairtree Assegai Segregated Portfolio as a private company or public unlisted company.
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Complete this form to start an investment in the Fairtree Assegai Segregated Portfolio as an individual investor or joint individuals.
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Complete this subscription form to start an investment in the Fairtree Assegai Segregated Portfolio as a Trust.
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Complete this form to provide information about your entity’s tax residency and classification, as required under the Foreign Account Tax Compliance Act (FATCA) and the OECD Common Reporting Standard (CRS).
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Complete this form to provide information about your tax residency and classification as an individual or controlling person of an entity, as required under the Foreign Account Tax Compliance Act (FATCA) and the OECD Common Reporting Standard (CRS).
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Read this document for important additional information specific to the Fairtree Assegai Segregated Portfolio – Class TT Shares, which supplements and takes precedence over the South Africa Alpha SPC Private Placement Memorandum.
Download
Values-driven investing
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