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.

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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: R700m (CIS)

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: