Green Oak Capital is a dedicated fixed income hedge fund manager that offers investors exposure to the South African Fixed Income Market. Based in Stellenbosch in the Western Cape, Green Oak Capital was founded in 2006 by Willie Viljoen and Rean Smit.
The team, the core of which has been together for almost 8 years, draws on experience and relationships that span over 40 years in the fixed income markets.
Green Oak Capital focuses on one investment philosophy and style but offers two strategies with varying risk levels: Green Oak Specialist and Go Green.
The Green Oak Specialist fund targets absolute returns of SARB Interbank Call x 1.5 whilst the Go Green fund targets absolute returns of STeFI x 2.5. Both strategies aim to achieve returns through yield curve; basis & duration trades in the SA fixed income market while maintaining capital stability.
Both strategies have never had a down year for its clients since inception and are suitable for investors who have a long-term investment horizon.
The fund managers have invested money of their own in these funds, which serves to align their interests with those of the investors.
Green Oak Capital is a subsidiary of the Peregrine Group and is an authorised Financial Services Provider, FSP number: 306955.