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Funds
Fortem’s growing suite of investment funds offer investors consistent, highly liquid and cost-efficient risk & return profiles usually reserved for the most illiquid and cost-heavy vehicles.
Progressive Growth
Positive returns of 6-7% with reduced equity beta and significant levels of long term protection.
Alternative Growth
Positive returns of 4-5% with negligible equity market beta and positive convexity in stressed markets.
Dynamic Growth
Positive returns of 9-10% with reduced equity beta and correlation below 0.4.
Absolute Return
Positive returns of SONIA + 2% via equity long short multi-factor with low and stable beta.
Commodity Absolute Return
Positive returns of SOFR + 4-6% p.a. over the medium to long term.
Investors may also access Fortem’s industry leading alternative and derivative expertise through the construction and execution of bespoke investment solutions. To date Fortem have structured billions of dollars in bespoke solutions for institutions.