Fairtree Capital is a leading South African investment management firm with extensive experience in alternative and traditional investments. Our team of more than 45 investment professionals manage in excess of 15 independent strategies which make up our combined AUM of ~R40bn (~ US$3.3 billion) .
Firmly rooted in Cape Town, South Africa, they offer retail and institutional funds across multiple asset classes and geographies, with a focus on South Africa. Their investment process is flexible and holistic, incorporating meticulous top-down and bottom-up analysis to ensure that their portfolios are best positioned to deliver competitive returns to their investors.
They are one of the largest managers of alternative strategies in South Africa, managing roughly 9% of the total South African hedge fund market. Their hedge fund strategies focus on a wide range of asset classes, including equity, fixed income, commodities and multi strategy portfolios, while their private equity funds focus on hospitality and empowerment. Their Fairtree Market Neutral hedge fund is the longest running hedge fund of its kind in the South African market. Their various hedge fund strategies have received 19 awards to date for risk-adjusted performance.
Furthermore, they manage traditional portfolios in equities, fixed income, smart beta and multi-asset space. Their portfolios have been recognised to be world class, receiving appointments from several large global allocators, including the Norwegian Sovereign Wealth Fund, resulting in more than 50% of our AUM being represented by foreign investors. Locally, their client base continues to grow and is supported with a “buy” recommendation from the largest institutional and retail asset consultants and multi-managers in the South African market.
Three values define Fairtree Capital, namely Integrity, Excellence and Growth. These values support every decision they make, and ensure that they continue to meet the high expectations their Clients place on them.