OAKHAVEN CAPITAL

The Oakhaven Strategic Fixed Income FR QI Hedge Fund

Oakhaven Strategic Fixed Income FR QI Hedge Fund is designed to deliver superior risk-adjusted returns by leveraging deep market research and expertise in fixed income strategies. As an independent, boutique investment manager founded in 2013, Oakhaven Capital focuses on long-term growth and sustainability for its clients. The fund integrates rigorous analysis with strategic positioning, offering clients a reliable solution for consistent performance in dynamic markets, underpinned by Oakhaven’s commitment to research and risk management.

Investment strategy

The investment strategy of the Oakhaven Strategic Fixed Income FR QI Hedge Fund centers on active management of fixed income securities to achieve optimal risk-adjusted returns. The fund utilises a blend of macroeconomic analysis, interest-rate forecasting and research to identify opportunities across the fixed income spectrum. With a focus on diversification, the strategy targets high-quality assets, managing risk through careful allocation and hedging techniques. This approach aims to deliver consistent, sustainable returns across market cycles deviation.

Investment team

The investment team consists of Bruce Thistlewhite and Johan Roos, both former Standard Bank directors. Bruce led the money market and balance sheet interest-rate risk management team, while Johan headed interest rate trading. They have managed the fund since inception, drawing on their extensive experience in the South African trading environment.

Investment terms
Fund: Oakhaven Strategic Fixed Income FR QI Hedge Fund
Retail or qualified product: Qualified hedge fund
Hurdle rate: SAONBOR + 1%
High water mark: Yes
Fund open: Yes
Min investment: R1 million
Management fee: 1%
Performance fee: 15%
Subscription: Monthly
Lockup: No
Redemption: One month