Emerging markets continue to present some of the most dynamic and attractive investment opportunities in global equities. These economies are evolving rapidly, benefiting from structural shifts, technological advancements, and increasing consumer demand. Over the past five years, the Fairtree Global Emerging Markets Prescient Fund (“the Fund”) has successfully navigated these changing conditions, demonstrating its ability […]

By Jacobus Lacock, Multi-Asset Portfolio Manager & Macro Strategist, and Sevashen Thaver, Multi-Asset Analyst  To watch the video of this article, click here. The South African National Budget Finance Minister Enoch Godongwana delivered the National Budget Speech on 12 March, after it was postponed on 19 February due to disagreements within the Government of National

By Jacobus Lacock, Multi-Asset Portfolio Manager & Macro Strategist, and Sevashen Thaver, Multi-Asset Analyst   Market performance YTD: A shift from 2024  Two months into 2025, the question emerges: Has US exceptionalism peaked? The YTD market performance contrasts sharply with 2024. Last year, US equities, particularly large tech stocks, performed exceptionally well, with the S&P 500

Following our previous article on the Fairtree Blended Equity Prescient Fund’s one-year anniversary, we would like to shed light on the recent ASISA category changes and what they mean for you when comparing funds. Understanding the ASISA category changes Effective 1 October 2024, ASISA introduced updates to its Fund Classification Standard. These changes were prompted

We are delighted to celebrate the one-year anniversary of the Fairtree Blended Equity Prescient Fund. This milestone marks the success of our vision to create an integrated solution that delivers consistent, superior returns by integrating local and global investment expertise. A unique opportunity in the market South Africa’s investment landscape often forces a choice between

Fairtree Capital, the South African holding company of the local Fairtree group of companies, is pleased to announce that it has acquired a minority equity investment in cryptocurrency and decentralised finance asset management business, MidSquare Capital. MidSquare, is an FSCA-licensed boutique asset investment management firm, that was established in 2023 by Nersan Naidoo, Reece Briesies

At Fairtree, we believe that giving back goes beyond financial contributions. True impact is created when we combine our resources with our time, skills, and passions to build stronger communities. That’s why we are proud to launch the Fairtree Volunteer Programme (FVP), a carefully organised initiative designed to enable our colleagues to make a meaningful

Cape Town: The 15th annual HedgeNews Africa Awards held in Cape Town last night recognised the outstanding performance of 60 nominees across 15 categories based on their 2023 calendar-year returns.    The Matrix SCI Fixed Income Retail Hedge Fund was named Fund of the Year, delivering a net return of 20.86% in 2023 on a Sharpe

The Fairtree Flexible Income Plus Prescient fund has maintained a remarkably consistent record since it was launched in June 2013. Whether measuring its performance over one year, two years, three years, five years, seven years or 10 years, the fund is one of the top 20% in its category. It has never had a negative