OUR COMMITMENT
UNPRI signatory
Fairtree is a proud signatory to the UN-supported Principles for Responsible Investment (PRI), joining a global network of investors committed to advancing responsible and sustainable investment practices. Our signatory status reflects our ongoing commitment to integrating environmental, social and governance (ESG) considerations into our investment processes and stewardship activities across asset classes.
As a PRI signatory, Fairtree is dedicated to upholding the highest standards of transparency, accountability, and long-term value creation for our clients and stakeholders. Our stewardship approach continues to evolve in line with global best practices, ensuring we act as responsible custodians of our clients’ capital.
Our stewardship approach
At Fairtree, stewardship is integrated into our investment process and forms part of how we evaluate and monitor the businesses we invest in. Our focus is on understanding the operational, strategic, financial and ESG factors that may influence long-term value, and incorporating these insights into our bottom-up research and portfolio construction.
Our stewardship activities are carried out by the investment team responsible for analysing and valuing each company. This includes engaging directly with management teams, assessing material risks and opportunities, and monitoring developments that may affect the long-term sustainability of the business. These interactions support our understanding of management’s decision-making, capital allocation and strategic direction.
We follow an active approach to ownership. This involves regular engagements with management, ongoing monitoring of our holdings and proxy voting that reflects our independent analysis and long-term view. Where further clarity is needed, we request further information or hold follow-up discussions to ensure we have a complete understanding of the issues at hand.
Our objective is to act as responsible investors by identifying quality businesses, understanding the factors that influence long-term outcomes and engaging constructively where it is appropriate to do so. Stewardship at Fairtree is embedded in our research-driven approach and supports our goal of generating sustainable long-term returns for our clients.
Our approach to engagement
Engagement enhances our understanding of the companies we invest in and supports the long-term perspective that underpins our investment approach. Through regular interactions with management teams, we assess strategy, governance and the factors that may shape future outcomes.
These insights strengthen our research, deepen our understanding of risk and opportunity and help guide our long-term investment decisions. Engagement is therefore an important part of how we monitor our holdings and evaluate the businesses in which we invest.
MAKING A DIFFERENCE
Proxy voting
Proxy voting is a key part of how we exercise our stewardship responsibilities at Fairtree. Voting decisions are made by the investment team responsible for the company, ensuring each vote reflects our own analysis, insights and long-term view. We assess every resolution independently, considering governance, strategy, transparency and any material risks or implications. While we use external research for support, our decisions remain our own. Where clarity is needed, we engage directly with company management to understand the rationale behind proposals. Our aim is to vote in a way that supports strong governance, protects shareholder interests and contributes to long-term value creation. We report transparently to clients on our voting activity and the considerations that guide our decisions.
Our responsible investment process
Our responsible investment process is integrated into the way we research, analyse and manage our investments. We focus on understanding the operational, strategic and financial drivers of each business, and we assess the material ESG considerations that may have an impact on long-term value. These factors form part of our overall investment thesis and contribute to how we evaluate the quality and sustainability of the companies we invest in.
This work is carried out by the investment team as part of their bottom-up analysis. They monitor companies on an ongoing basis, engage directly with management teams, and assess any developments that may influence the long-term prospects of the business. When risks or opportunities are identified, the team considers how these may affect valuations, earnings quality, governance and long-term competitiveness.
Our process is research-driven and continuous. Insights from company engagements, financial analysis and ESG assessment are incorporated into our models and portfolio construction. Responsible investment at Fairtree is therefore not a separate step or a standalone framework; it is embedded in our investment approach and supports our objective of generating sustainable long-term outcomes for our clients.
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Key documents and resources
Contact our Institutional Business team
Tel: +27 861 76 0760
Email: [email protected]