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The Bajan Reporter | Fortress funds achieve 'substantial recovery' after turbulent 2020 for financial markets


by Bajan Reporter / May 12th, 2021
Fortress Fund Managers has recorded “substantial recovery” across its funds since the decline in financial markets in early 2020 prompted by the COVID-19 pandemic. And the leading fund manager believes that there are still “great long term investments to make”.
In the first quarter of 2021 the fund manager reported that this recovery could be seen in the one-year returns for its three Barbados dollar funds: the flagship Caribbean Growth Fund; the Caribbean High Interest Fund, which concentrates on income and capital preservation; and the Caribbean Pension Fund.
This news was shared recently with Fortress investors in its March 2021 quarterly report. ....

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Fortress Fund Managers handling crisis well


Fortress Fund Managers handling crisis well
Article by
May 6, 2021
Fortress Fund Managers has recorded “substantial recovery” across its funds since the decline in financial markets in early 2020 prompted by the COVID-19 pandemic. And the leading fund manager believes that there are still “great long term investments to make”.
In the first quarter of 2021 the Fortress reported that this recovery could be seen in the one-year returns for its three Barbados dollar funds – the flagship Caribbean Growth Fund, the Caribbean High Interest Fund, which concentrates on income and capital preservation, and the Caribbean Pension Fund.
This news was shared recently with Fortress investors in its March 2021 quarterly report. ....

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The Bajan Reporter | Strong Performance for Fortress Funds in fourth quarter of 2020


by AirBourne / January 31st, 2021
Fortress Fund Managers posted one of its strongest-ever performances in the fourth quarter of 2020 as world equity markets continued their recovery from a turbulent year, reminding investors that a focus on the long-term and diversification remain essential.
The leading fund manager reported that its global equity investments led the way during the quarter, with bond portfolios also posting gains and finishing a strong 2020 for fixed income investments.
This assessment was shared recently with Fortress investors in its December 2020 quarterly report which focused on Fortress’ three Barbados dollar funds: the flagship Caribbean Growth Fund; the Caribbean High Interest Fund, which concentrates on income and capital preservation; and the Caribbean Pension Fund. ....

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The Bajan Reporter | Sustainable recovery underway despite challenging year, Fortress reports


by Bajan Reporter / December 23rd, 2020
In a year described as “challenging” and “volatile” with “mixed returns” in some funds, Fortress Fund Managers (
FFM) has generated solid returns for investors.
Investment Director
Roger Cave made this assessment in the leading fund manager’s 2020 Annual Reports for the Fortress Caribbean High Interest Fund, the Fortress Caribbean Growth Fund, and the Fortress Caribbean Pension Fund. The reports, for the year ended September 30, 2020, were disseminated to investors recently and highlighted the performance and outlook of the three funds.
High Interest Fund generates “solid return”
Describing the financial markets this year as “volatile” for the Fortress Caribbean High Interest Fund, with low interest rates, Cave said that it still generated a solid return. It returned 2.8% for the year as “global bond prices rose significantly and more of the Fund’s Barbados dollar cash was put to work earni ....

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