36ONE is an asset management company with a + 15-year track record of exceptional performance. The firm was founded in 2004 by Cy Jacobs and Steven Liptz. 36ONE manages unit trusts, hedge funds and segregated mandates for a broad range of clients, which includes private clients, financial advisors and institutions (both local and international). Our investment approach is centred on the principle that the market does not efficiently price securities at all times. We therefore believe that stock selection through bottom-up fundamental analysis can outperform over time. With single-minded focus, the team continues to deliver outstanding performance and exceptional service. Despite rapid growth, 36ONE remains small enough to maintain its flexible and agile investment approach.
When co-founding 36ONE almost two decades ago, top SA money manager Cy Jacobs used the opportunity to launch a long/short hedge fund. Initially only for big clients, this massive outperformer was made available to retail investors six years ago. In this interview with Alec Hogg of BizNews, Jacobs explains how a classic hedge funds enjoy major risk and reward advantages over traditional unit trusts – and shares his latest perspectives on which parts of the investment markets are most likely to deliver superior returns.