FORTEM CAPITAL LIMITED

Fortem Capital is an independent investment boutique that delivers liquid, cost‑efficient alternative investment solutions to discerning investors. Drawing on more than a century of combined experience in alternative and derivative markets, the firm designs fund structures that would normally be out of reach because of high cost or illiquidity. By segmenting exposure into distinct risk buckets rather than relying on outdated correlation assumptions, Fortem creates portfolios that complement modern multi‑asset strategies while offering consistent, highly liquid risk‑return profiles.

The company’s product suite includes the Progressive Growth Fund, which targets 6‑7 % annual returns with reduced equity market beta; the Alternative Growth Fund, a true diversifier aiming for 4‑5 % p.a. with negligible beta; the US Equity Income Fund, which seeks quarterly income of 4 % while tracking the S&P 500 Net Total Return Index; and the Dynamic Growth Fund, designed to deliver around 10 % p.a. with a capped equity beta of 0.4. Fortem’s focus on liquid alternatives makes it an attractive partner for investors looking to enhance returns without sacrificing flexibility.