Funds

One investment process, offered in 3 distinct hedge funds

Because our ‘quantamental’ investment process is based on universal valuation principles, we can apply it across the globe to analyse and identify investment opportunities. Not all stock exchanges globally allow for short-selling – we therefore focus on equities traded in developed markets and in advanced emerging markets.

South Africa is one such advanced emerging market, with a sophisticated and well-regulated financial sector. All three our hedge funds are domiciled and regulated in South Africa. Our investor onboarding process is compliant with the OECD Common Reporting Standard (CRS) and the Foreign Account Tax Compliance Act (FATCA). South Africa has world-class regulations pertaining to hedge funds, which are regulated as ‘collective investment schemes’ (also known as unit trusts or mutual funds in other jurisdictions).

Investors in the Protea range of hedge funds can invest in one or more of our three funds according to their geographic exposure preference. Investors in our funds should have a long-term investment horizon of at least three years, preferably considerably longer. Refer to our application forms for full risk disclosures. Our Worldwide fund is more aggressive (i.e. uses a higher level of gearing) than our South Africa and Global funds:

Protea Worldwide Flexible SNN QIHF

  • Equity Long/Short
  • Both Domestic & Global exposure
  • 400% Gross exposure limit
  • 70-100% Net exposure most times
  • Calendar month investment/redemption
  • R1,000,000 minimum lump sum investment

LATEST MONTHLY FACT SHEET

FACT SHEET ARCHIVE

Protea South Africa SNN RHF

  • Equity Long/Short
  • Domestic (South Africa) Focus
  • 200% Gross exposure limit
  • 35-70% Net exposure most times
  • Daily investment/redemption
  • R50,000 minimum lump sum or R2,000 minimum monthly

LATEST MONTHLY FACT SHEET

FACT SHEET ARCHIVE

Protea Global SNN RHF

  • Equity Long/Short
  • Global Developed Markets Focus
  • 200% Gross exposure limit
  • 35-70% Net exposure most times
  • Daily investment/redemption
  • R50,000 minimum lump sum or R2,000 minimum monthly

LATEST MONTHLY FACT SHEET

FACT SHEET ARCHIVE
“If you search worldwide, you will find more bargains (and possibly better bargains) than in any single nation.”
– John Templeton