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.
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.
Monthly Report | December ’22
The last quarter of the year saw global equity markets fall in December, but still managed to end the quarter in positive territory.
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.
Monthly Report | November ’22
Last month, global equities jumped 6.8%, with US equities underperforming ex-US equities.
Monthly Report | October ’22
Tight financial conditions, higher cost of living and production and increased policy uncertainty should weigh on valuations, earnings, and the risk premium.
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.
Monthly Report | September ’22
Global equities were down -9.5% for September, with US equities down -9.4% and ex-US equities down -9.6%.
Monthly Report | August ’22
Tight financial conditions, higher cost of living and production and increased policy uncertainty should weigh on valuations, earnings, and the risk premium.
Monthly Report | July ’22
Markets rebounded in July after it experienced the worst first 6 months in almost 50 years.
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.
Monthly Report | June ’22
Tight financial conditions, higher cost of living and production and increased policy uncertainty should weigh on valuations, earnings and the risk premium.
Values-driven investing
Connect with our specialists
Our team of specialists is here to assist you with any questions or guidance you need.
"*" indicates required fields
