INVESTMENT STRATEGY
Our aim is to build long term relationships with our investor base where there is equilibrium between sustainable out performance and capital preservation. We want to educate long term investors in South Africa of the massive upside to having exposure to the fixed income asset class which has long been over looked in the alternative investment space.
OBJECTIVE
To deliver consistent levels of out-performance for our investors and, whilst doing so, set new standards in transparency and customer service.
FOCUS
Predominantly the South African fixed income market where we look to generate returns through various strategies.
RETURN FOR INVESTORS
We create a return blended from cyclical, secular relative value and directional opportunities across government bonds, cash and interest-rate derivatives such as FRAs, Swaps and Options. Underpinning this is an investment process based on macroeconomic research to identify these opportunities and monetise them in the most efficient way possible from a controlled risk management perspective.
INVESTMENT TEAM
Johan Roos and Bruce Thistlewhite (both ex-Standard Bank South Africa), supported by COO Michael Creedon.
Between them they share over 54 years of cumulative experience in SA Fixed Income & Emerging Markets.
STRATEGIC FIXED INCOME FUND
Investment Terms
Fund Open: May 2013
Strategy: Fixed Income
Inception:
October 2012
Min Investment: R1m
AUM: R708.5m
Company:
Oakhaven Capital (Pty) Ltd.
Management Fee: 1%
Currency: ZAR
Fund Managers:
Johan Roos, Bruce Thistlewhite
Performance Fee: 20%
Domicile: South Africa
COO:
Michael Creedon
Service Providers
Prime Brokers:
Fund Administrator:
Compliance Services:
Legal Advisors:
Risk Solutions Provider:
