We are an independent, diversified active fund manager with an agile approach to investing from independent thinking and unconstrained style. Our core purpose is to deliver consistent return and high quality client service for institutional and retail investors across our traditional and hedge funds incorporating equity, fixed income and multi-asset portfolios.

We see ourselves as bottom-up investors in choosing suitable instruments within various asset classes. We utilise various modelling techniques that aim to find the true driver of investments. We take account of the fair value of investments and deviation from the long term mean to identify investment opportunities that will meet our expected return in the context of the investment objective. We employ a macro view to marry our bottom-up selection with tactical asset allocations. Risk management is key to ensure consistent long term results.

Our core group of highly qualified and skilled investment and business managers have worked together since inception and have a combined industry experience of more than 140 years.

Matrix Fund Managers is a Level 2 B-BBEE Contributor in terms of the Financial Services Sector Charter, with a commitment to making a positive impact through ongoing transformation through its management, employment, procurement and socio-economic development practices.

Matrix Fund Managers

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