in the room
In the Room
In August 2020, we welcomed Fairtree Asset Management to discuss the inner workings of a boutique asset manager and the challenges and opportunities they face compared to their larger peers.
Fairtree’s Portfolio Manager Jacobus Lacock joined host Stephen Backhouse to share insights into the best way an adviser can include a boutique asset manager in their client’s portfolio.
About the webinar
The ins and outs of a boutique asset manager
What are the benefits of partnering with a boutique asset manager and what is the best way an adviser can include a boutique in their clients portfolio?
In this webinar, we will discuss the inner workings of a boutique asset manager, the challenges they face compared to their larger peers, the opportunities that arise from being smaller, and how Fairtree manage these challenges and opportunities.
We will also get some insight as to how Fairtree see the current global economy and where to after COVID-19. Fairtree’s Jacobus Lacock explains the current asset class positioning and return outlook within the Fairtree Balanced Fund against the backdrop of in-depth local and global macroeconomic insights. Under ‘normal conditions’, the fund aims to be fully exposed to growth assets i.e. equities and property, but just how ‘normal’ are the times we live in now and what does it mean for markets when conditions or stimulus is withdrawn down the line?
About FairTree Asset Management
Fairtree Asset Management (Pty) Ltd is a South African investment manager that manages alternative and long only investment portfolios for a diversified selection of local and offshore clients. Based in Cape Town, our commitment to a consistent and sound investment philosophy has continued to serve our investors well since the inception of our first fund in 2003.
Our expert team of investment professionals manage roughly R80bn in award winning portfolios in multiple asset classes, hedge funds, traditional unit trusts, and private equity.
Fixed Income Portfolio Manager
Fairtree Asset Management
Jacobus joined Fairtree Asset Management in 2011. He co-manages the Fairtree Balanced Prescient Fund with Stephen Brown, as well as the alternative fixed income strategy with Ian Millard. Prior to joining the fixed income team in 2016, Jacobus was co-portfolio manager on the multi-strategy team responsible for capital and asset allocation acroess strategies.
Prior to Fairtree Asset Management, Jacobus spent five years at Goldman Sachs Asset Management (GSAM) in London where he was the UK head of fixed income and currency product management. At GSAM, Jacobus built and monitored global and emerging market interest rate solutions.
Head of Strategic Accounts
Stephen is a business development specialist with over 11 years’ experience in the asset management and platform industry. Stephen’s focus is all aspects involved in forging long-lasting relationships with strategic partners, more specifically the Discretionary Fund Managers and large Key Accounts, who are influential partners in our industry and are important stakeholders for the future proposition of INN8.
He was previously the head of Marketing and Business Development at STANLIB, where he was responsible for the Standard Bank relationship. Stephen obtained his Bachelor of Commerce from Rhodes University, and his Honours in Financial Analysis and Portfolio Management from the University of Cape Town.
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