Fairtree Global Equity Fund Q2 2025 Commentary
US equities ended the quarter 11.2% higher; however, they experienced pronounced volatility following President Donald Trump’s ‘Liberation Day’ announcements of tariffs on imported goods.
Fairtree Equity Explorer | The digital duopoly: Alphabet & Meta in the global ad market | Episode 5
Fairtree Equity Analyst Christoff Marais and Fairtree Global Investment Specialist Karena Naidu will unpack the ever-evolving world of digital advertising.
Fairtree Global Equity Fund Q1 2025 Commentary
The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.
Fairtree SA Equity Prescient Fund Q1 2025 Commentary
During Q1, Iron ore increased by 1.6% to US$96.7/t and Brent crude oil increased by 1.6%, ending at US$74.8/bbl.
Fairtree Equity Explorer | Rewriting the weight loss playbook with GLP-1s | Episode 4
Janco du Toit & Karena Naidu explore GLP-1 weight loss drugs – once for diabetes, now reshaping obesity treatment – and the leading companies, Eli Lilly and Novo Nordisk.
Fairtree Equity Explorer | Trends, challenges and opportunities in the US housing market | Episode 3
Watch our third episode of the Equity Explorer series, where Gavin van den Berg, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist explore the trends, challenges and opportunites in the US housing market.
Fairtree Equity Explorer Series | Exploring the Public Cloud Industry | Episode 2
Watch our second episode of the Equity Explorer series, where Christoff Marais, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist explore the rapidly evolving world of public cloud computing, the digital backbone of modern businesses, from startups to global enterprises.
Is the USA Stock market too expensive?
The S&P 500 has enjoyed a stellar decade of growth, compounding at 12% in US dollars. In comparison, the MSCI ACWI (All Country World Index), excluding the USA, has compounded at only 5% over the same period.
Fairtree awarded South African Management Company of the Year
Fairtree is honoured to have received the South African Management Company of the Year Award by the Profile Unit Trust Awards.
Fairtree Equity Explorer Series | Unpacking the World of Semiconductors | Episode 1
Watch our first episode of the Equity Explorer series, where Ashin Daya, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist, explored the fascinating world of semiconductors—the tiny yet powerful components that power everything from smartphones to supercomputers.
Fairtree SA Equity Prescient Fund Q4 2024 Commentary
The final quarter of 2024 was dominated by the most debated US election in memory, the outcome of which was a Red clean sweep.
Fairtree Global Equity Fund Q4 2024 Commentary
The US market climbed 2.7% over the quarter following Donald Trump’s victory in the presidential election, while the US economy continued to power ahead with an annualised GDP growth of 3.1% in the third quarter.
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