Founded in 2006 as a division of the Brait Group, we rebranded as Matrix Fund Managers in 2014. Managing both traditional and alternative investment funds for institutional and retail investors, our capabilities and expertise span across asset classes that include fixed income, equity and multi-asset portfolios in South Africa.

Our absolute return mind-set pursues excellent performance within appropriate risk limits for our clients.

Approach

We are pragmatic and opportunity driven, understanding and embracing the full risk spectrum to generate return. Mindful of clients’ objectives, we apply a consistent investment process across the various asset classes and fund mandates. Our approach draws on central research and shared idea generation.

As bottom-up investors we choose suitable instruments within asset classes using a range of modelling techniques. We find the true drivers of asset prices, while taking account of fair values and the deviations from the long-term averages to identify investment opportunities that will meet our expected return versus risk objectives. Where justified, we employ a macro overlay to identify opportunities and risks. Disciplined risk management is central to our approach.

Team

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. They are supported by an experienced operational team.

We are a Level 3 B-BBEE Contributor in terms of the Financial Sector Charter. We are committed to making a positive impact through ongoing transformation in our management, employment, procurement, and socio-economic development practices.

Executive Team

Chief Executive Officer
Chief Operating Officer
Fixed Income Portfolio Manager
Equity Portfolio Manager
Chief Financial Officer

Fixed Income Team

Fixed Income Portfolio Manager
Fixed Income Portfolio Manager
Money Market Portfolio Manager
Economist and Macro Strategist
Fixed Income Portfolio Manager
Fixed Income Portfolio Manager

Equity Team

Investment Analyst
Equity Portfolio Manager
Equity Portfolio Manager
Investment Analyst
Investment Analyst

Business Development Team

Business Development Manager
Chief Executive Officer
Business Development Support

Operations Team

Chief Operating Officer
Chief Financial Officer
Fund Accountant
Human Resources and Facilities Manager
Receptionist
Finance Assistant
Risk Analyst
Office Support