Karena Naidu

Global Investment Specialist

Connect
Karena Naidu
decor-img
decor-img

About Karena Naidu

Karena joined Fairtree in 2024 as a Global Investment Specialist in the Investment team. She began her investment career in 2019 as an Investment Professional at Investec Asset Management, followed by a role as an equity analyst at Denker Capital. In 2021, she joined PSG Asset Management as an equity analyst, gaining further experience in equity markets and financial modelling. Karena holds a Bachelor of Science degree in Mathematical Sciences from the University of Johannesburg.

2019

Started in the investment industry

2025

Joined Fairtree

FAIRTREE INSIGHTS

You may also be interested in

Explore more commentaries from our thought leaders, offering in-depth analysis, market trends and expert analysis.

report thumbnail
Equity Equity
Karena Naidu author image Karena Naidu

Global Equity Spotlight Episode 12

In this episode, we discuss the shifting dynamics between global software and semiconductor sectors. Exploring how AI-driven coding tools are impacting software valuations, the surge in hyperscaler capex, and the strategic supply chain decoupling from Chinese tech.

Read more
Global Equity Spotlight Episode 12
report thumbnail
Equity Equity
Ashin Daya author image Ashin Daya

Fairtree Equity Explorer | Semiconductor Equipment Companies | Episode 12

Deep dive into the semiconductor equipment industry. Learn how giants like ASML, Applied Materials, Lam Research, and KLA power the global chip supply chain, from AI growth to the 2nm tech transition.

Read more
Fairtree Equity Explorer | Semiconductor Equipment Companies | Episode 12
report thumbnail
Equity Equity
Jacques Haasbroek author image Jacques Haasbroek

Fairtree Equity Explorer | Chinese e-commerce giants | Episode 11

In this session, we’ll examine the ecosystems they’ve built, how millions of users interact with their platforms, and the growth drivers, competitive dynamics and strategic shifts shaping the industry.

Read more
Fairtree Equity Explorer | Chinese e-commerce giants | Episode 11

Values-driven investing

Connect with our specialists

Our team of specialists is here to assist you with any questions or guidance you need.

loader

"*" indicates required fields

Preferred method of contact
Agreement Direct Marketing
Agreement*
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
decor-image