ABOUTAn Independent Investment Boutique
Specialists in Liquid Alternatives
Liquid, Cost-efficient & Defined Alternative Investment Solutions
About
Fortem Capital
Fortem Capital's team of independent and experienced market professionals offer innovative investment solutions and services that both ease the burden of investing whilst helping our clients stand out from the crowd.
Fortem Capital is an independent investment boutique focused exclusively on providing investors with defined, liquid & cost-efficient alternative investment solutions. Alternative investing is in the firm’s DNA, and through the combined expertise and experience of its people, solutions normally uninvestable for most due to cost and liquidity are created.
Fortem’s suite of investment funds & solutions offer investors consistent, highly liquid and cost-efficient risk & return profiles usually reserved for the most illiquid and cost-heavy vehicles.
The firm’s combined alternative & derivative investing experience extends to over a century and enables the construct of fund structures that are unavailable to most, and form a key component of any modern multi-asset portfolio.
The beauty in any philosophy is often found in its simplicity. As alternative and derivative experts, our world is centred around risk, and our philosophy is not anchored in correlation assumptions that broke down long ago.
We employ a modern investment philosophy appropriate for the modern world, with an approach of segmenting exposure into separate risk buckets, the combination of which will be dictated by the investment objective of any strategy.
Alternative Investment Management
Our Funds
Fortem Capital's team of independent and experienced market professionals offer innovative investment solutions and services that both ease the burden of investing whilst helping our clients stand out from the crowd.
PROGRESSIVE GROWTH
Progressive Growth Fund
The Fund aims to provide positive returns of 6-7% p.a. along with reduced equity market beta over the medium to long term, even if global equity markets have been range-bound. It will invest in a core portfolio comprised of defined return equity strategies that aim to provide capital growth over the medium to longer term, in all but extreme negative market scenarios which are not recovered from.
The Fund will also make an allocation to diversifier and protection investments in order to provide some protection during periods of extreme volatility and smooth the journey of travel.
ALTERNATIVE GROWTH
Alternative Growth Fund
The Fund aims to be a diversifier in the truest sense of the word. It seeks to provide positive returns of 4-5% p.a. over the medium to long term, whilst maintaining negligible equity market beta and providing convexity during a market crisis. It invests in a core portfolio comprised of diversifier strategies sourced from across the asset class spectrum that provide capital growth, independent of equity market cycles and macroeconomics. The Fund will make a smaller allocation to opportunistic investments that also meet strict capital preservation and investment return criteria as well as have a defined protection bucket to provide positive convexity during a crisis.
US EQUITY INCOME
US Equity Income Fund
The Fund aims to generate quarterly income of 4% p.a., whilst providing for capital growth such that the Fund’s total return tracks the S&P 500 Net Total Return Index, with the opportunity for some outperformance.
DYNAMIC GROWTH
Dynamic Growth Fund
The Fund aims to be a diversifier with some allocation to a beta portfolio. It seeks to provide positive returns of 10% pa over the medium to long term, whilst maintaining a maximum equity market beta of 0.4. It invests in a portfolio comprised of an allocation to equity beta that is limited by the Fund’s correlation limit, a larger and dominant allocation to diversifier strategies sourced from across the asset class spectrum that provide capital growth, independent of equity market cycles and macroeconomics. The Fund will make a smaller allocation to opportunistic investments that also meet strict capital preservation and investment return criteria as well as have a defined protection bucket to provide positive convexity during a crisis.
ABSOLUTE RETURN FUND
Absolute Return Fund
The Fund aims to provide positive returns of SONIA plus 2-4% over the medium to long term whilst maintaining low and stable market beta. It will provide capital growth through investments linked to a factor-optimised index linked to equity, whilst maintaining a low and stable beta through a short leg to the parent equity index.
COMMODITY ABSOLUTE RETURN
Commodity Absolute Return Fund
The Fund aims to provide positive returns of SOFR + 4-6% p.a. over the medium to long term with low correlation to traditional asset classes using quantitative, non-directional investment strategies based on commodity markets.
Alternative investments and derivatives can be used in order to construct solutions that are specific to the exposures, risks and needs of an individual portfolio, investor or mandate. The firm’s senior investment management are highly regarded within the industry for creating solutions for some of the most complex issues facing institutional investors.
Our People
The cornerstone around which any business must be built is its people; they are by a distance the most important factor in determining success for both the client and for the business itself. Our people are therefore where we invest most heavily and we are committed to them in a way that is befitting of their importance.
We employ a dedicated performance coach in order to allow our people to maximise their potential whilst also offering unlimited professional mental health support to ensure that they can find the right balance.
ESG
Our commitment to our own people is matched by our commitment to improving the world in which they live, for them and for others. Our business purpose is to produce positive outcomes for our people, for our clients, and for society. With that in mind every single physical investment in the Funds is subject to an ESG screen.
Furthermore, we at Fortem are proud to be supporting FoodCycle in their fight to make food poverty, loneliness and food waste a thing of the past for every community across the United Kingdom.
News & Insights
Latest News
Get Him To The GreekThe use of diversifiers in the funds
Defined Returns are brilliant, but the Fortem Progressive Growth Fund is likely to…
Get Him To The GreekThere will be blood
The financial system has been rocked in more ways than one in the early part of 2020…
Get Him To The GreekThe Divi Wears Prada
At a time when every aspect of life is being governed by the output from various…
Get Him To The GreekWe all try to add value
The debate around value and growth investing is one that will be very familiar to…
For more information on the investment philosophy or any of Fortem’s investment offerings, please do not hesitate to contact the team, we would be delighted to hear from you
