OAKHAVEN CAPITAL

Founded in 2013 by former Standard Bank executives, Oakhaven Capital is a manager-owned, independent investment manager committed to delivering leading risk-adjusted returns with an emphasis on growth and consistency. Established as a boutique fixed-income specialist, Oakhaven has recently expanded its product offering to include specialist property portfolios. The investment team consists of Bruce Thistlewhite, Johan Roos and Zweli Mngomezulu.

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 manager, Oakhaven Capital focuses on long-term
growth and sustainability for its clients. The fund integrates rigorous analysis with strategic
positioning, offering a reliable solution for consistent performance in dynamic markets, underpinned by Oakhaven’s commitment to research and risk management.

The Oakhaven Property FR Hedge Fund (RIF)
We believe the divergence between direct and listed property markets creates compelling opportunities to generate alpha. By combining deep fundamental research with
a disciplined top-down macro overlay, we aim to capture these opportunities and exploit pricing inefficiencies across the listed property universe through active management and diversification. Our approach includes blending long-term valuation discipline using three-year IRR with short-term tactical positioning using 12-month forward total returns to enhance returns and manage risk.