Founded in 2006, 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.
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.