Fairtree awarded South African Management Company of the Year  

Fairtree is honoured to have been recognised at the Profile Unit Trust Awards, receiving two awards: 

• South African – Equity – General: Fairtree Select Equity Prescient Fund
• South African Management Company of the Year: Fairtree 

This marks the second consecutive year that Fairtree has been awarded the South African Management Company of the Year award. In 2024, Fairtree received the South African Manager of the Year award at the Raging Bull Awards 2024. This serves as a testament to our ongoing commitment to investment excellence and the trusted partnerships we’ve built with our clients. We are honoured to receive this recognition, and we thank our clients for the trust they place in us every day. 

The foundation of our success 

Fairtree’s success is built on a foundation of independent thinking, agility, and a values-driven culture. Since launching our first fund in 2003, we have grown into a leading South African asset manager by staying focused on delivering consistent returns and meaningful investment outcomes. 

A key differentiator in our approach is our decentralised investment model. This empowers our teams to act with speed and conviction, adapting in real time to market dynamics. We are style-agnostic, building portfolios around the best available risk-adjusted opportunities, rather than being constrained by a single investment style. 

Our culture also plays a central role. At Fairtree, we nurture an environment where top talent can thrive through collaboration, continuous learning and a shared commitment to excellence. We value real relationships – whether with clients, partners, or colleagues – founded on trust and authenticity.

Responding to a challenging investment landscape 

The asset management industry is facing increasingly complex challenges. These include: 

• Market volatility and uncertainty driven by global events, inflation, and shifting monetary policies.
• The rise of technology and data-driven investing, including AI and quantitative strategies.
• The growing importance of sustainability and ESG integration in portfolio construction.
• Heightened client expectations and competition, with investors seeking not only returns but also personalised solutions and transparency. 

We navigate these challenges by combining agility, deep expertise, and strong governance: 

• Adaptive investment strategies that respond proactively to ever-changing markets.
• Continuous improvement, investing in talent, research, and technology to remain ahead of the curve.
• Unwavering integrity, with robust compliance and a long-term commitment to acting in our clients’ best interests.
• A client-centric mindset, where relationships matter and value is delivered beyond just performance – through insight, alignment, and service excellence. 

Looking ahead 

We are truly grateful for this recognition, and for the trust and support of our clients and partners. Being named Management Company of the Year is more than a milestone: it’s a reflection of the long-term relationships, enduring values, and culture we’ve built together. 

At Fairtree, investment success goes beyond numbers. It’s about people, trust, and staying true to our principles. As we look to the future, our focus remains clear: to pursue excellence, grow with purpose, and create lasting value for all our stakeholders. 

View Fairtree’s achievements over the years.