Quarterly Report | Q3 ’23
The beginning of the third quarter saw the South African Reserve Bank (SARB) pause interest rate hikes, as inflation continued to fall.
HedgeNews Africa | Fairtree extends Wild Fig access to retail and offshore investors
Fairtree is extending its Multi-Strategy Wild Fig Hedge Fund to a wider audience with the launch of a retail version of the fund on June 1, as well as a dollar version of the strategy which went live earlier this year.
Quarterly Report | Q2 ’23
The South African economy remained under pressure from persistent loadshedding during the second quarter of 2023.
Perspective: EU policy
On the 16 April 2023 the Dutch cabinet announced a €28b climate investment package, with an additional €5b also allocated to an expansion of nuclear energy.
Quarterly Report | Q1 ’23
The South African economy remained under severe pressure from persisting loadshedding during the first quarter of 2023.
Fairtree Balanced Prescient Fund as an investment solution for multi-asset & building block investors.
The flagship, multi-asset fund solution, the Fairtree Balanced Prescient Fund, has produced stellar inflation-beating returns over the last 5 years and continues to challenge the larger, traditional fund solutions in the popular >R1tn multi-asset fund category.
Quarterly Report | Q4 ’22
The South African medium-term budget during October received a positive reaction from markets. This was mainly due to expected strong revenue over runs along with fiscal discipline.
Perspective: Precision Fermentation
One of the emerging areas in nutrition that we have some interest in exploring, and have spent some time developing deal pipeline in, is in the area of Precision Fermentation.
Fairtree’s balancing act
Managing a balanced fund means finding the right balance between cyclicals, yield, high or low quality, defensive, value and earnings growth.
Quarterly Report | Q3 ’22
During the third quarter of 2022, South Africa experienced a record length of consecutive loadshedding. The South African economy also experienced the impact of lower commodity prices and slower global growth.
Quarterly Report | Q2 ’22
The second quarter of 2022 was highlighted by a decrease in South African investor confidence due to ongoing loadshedding, labour strikes and increasing fuel prices.
Quarterly Report | Q1 ’22
The first quarter of 2022 was dominated by the ongoing war in Ukraine and the actions of central banks to curb the impact of inflation.
Values-driven investing
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