Navigating equity markets for long-term growth
Unit trust investments capitalise on opportunities in the stock market. By adapting to changing market conditions, these investments aim to provide potential for growth and diversification, helping investors achieve their long-term financial goals.
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Our dedicated team brings together diverse expertise and insights, ensuring we deliver investment excellence.
Cor Booysen
Equity Portfolio Manager
Deon Botha
Equity Portfolio Manager
Cornelius Zeeman
Equity Portfolio Manager
Donald Curtayne
Equity Portfolio Manager
Chantelle Baptiste
Equity Portfolio Manager & Head of SA Equity Research
Rob Hart
Global Real Estate Equity Portfolio Manager
Clarissa van der Westhuyzen
Equity Portfolio Manager
David Rossouw
Equity Portfolio Manager
Jacques Haasbroek
Equity Portfolio Manager
Stephen Brown
Equity Strategist
Jacobus Lacock
Macro Strategist
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NEWS AND INSIGHTS
Fairtree insights
Explore a wealth of knowledge from our thought leaders, offering in-depth analysis, market trends, and expert commentary to help you navigate the evolving financial landscape.
Fairtree Equity Explorer | Semiconductor Equipment Companies | Episode 12
Deep dive into the semiconductor equipment industry. Learn how giants like ASML, Applied Materials, Lam Research, and KLA power the global chip supply chain, from AI growth to the 2nm tech transition.
Global Equity Spotlight: Travel Edition Episode 8
In this episode, Cornelius and Wesley from Fairtree provide a concise yet insightful overview of the Brazilian investment landscape, discussing everything from the country’s high real interest rates and burgeoning digital banking sector to the potential market impacts of its upcoming presidential election.
Global Equity Spotlight Episode 12
In this episode, we discuss the shifting dynamics between global software and semiconductor sectors. Exploring how AI-driven coding tools are impacting software valuations, the surge in hyperscaler capex, and the strategic supply chain decoupling from Chinese tech.
Fairtree Equity Explorer | Chinese e-commerce giants | Episode 11
In this session, we’ll examine the ecosystems they’ve built, how millions of users interact with their platforms, and the growth drivers, competitive dynamics and strategic shifts shaping the industry.
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