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Celebrating Five Years of the Fairtree Global Equity Prescient Feeder Fund

As we mark the fifth anniversary since the team, process and philosophy of the Fairtree Global Equity Prescient Feeder Fund changed, we reflect on the milestones achieved over the past half-decade. The Fund has delivered strong risk-adjusted returns across different market climates, driven by our disciplined, style-agnostic approach and an unwavering commitment to fundamental research. […]

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Market Insights | Afternoon Coffee Break Part 2

By Cornelius Zeeman and Isaac Coetzee,Fairtree Portfolio Manager and Equity Analyst Starbucks Corporation Overview. Starbucks Corporation, formed in 1985, has grown to become the world’s leading roaster, marketer, and retailer of speciality coffee. Operating across 86 markets with a global presence of 40 199 stores, Starbucks continues to shape the speciality coffee industry. In fiscal

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Market Insights | Apple's Transformation: From Growth Dynamo to Defensive Titan

Market Insights | Apple’s Transformation: From Growth Dynamo to Defensive Titan

By Cornelius Zeeman and Ashin Daya,Fairtree Portfolio Manager and Equity Analyst Fairtree’s approach to global investment research involves categorising companies into four main buckets (see Figure 1). Companies can exhibit characteristics of multiple buckets and may shift between them as their business models evolve. Apple provides a compelling case study of this phenomenon, transitioning from

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Market Insights | Market Share Dynamics of Energy Drinks

Market Insights | Market Share Dynamics of Energy Drinks

By Cornelius Zeeman and Thembinkosi Kweyama,Fairtree Portfolio Manager and Equity Analyst In our previous article on energy drinks, we explored the rise of this drink category in the global liquid refreshment beverage sector. Despite their niche status in the US non-alcoholic and alcoholic beverage markets, energy drinks have secured a 2% market share by volume

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Research Insights | The Opportunity in Market Dislocation

Research Insights | The Opportunity in Market Dislocation

By Izaan Buys,Fairtree Equity Analyst The efficient market hypothesis posits a world of perfectly informed, rational investors. In this world, stock prices should fully reflect all available information, making it difficult to identify undervalued opportunities. This is the theory, but the reality is that when sentiment becomes extreme, arguably even irrational, a fascinating paradox begins

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Market Insights | The Energy Drink Market has Wings

Market Insights | The Energy Drink Market has Wings

By Cornelius Zeeman and Thembinkosi Kweyama,Fairtree Portfolio Manager and Equity Analyst The non-alcoholic beverage market offers a plethora of choices, from carbonated soft drinks and concentrated juices to sparkling and still water. Among these, the energy drink category has experienced remarkable growth over the past two decades, carving out a unique path to prominence.  Energy

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Market Insights | Dissecting the US Consumer Cohorts

Market Insights | Dissecting the US Consumer Cohorts

By Cornelius Zeeman and Seipati Rakgoale,Fairtree Portfolio Manager and Equity Analyst The United States has managed to avoid a recession thus far, but a slowdown in economic activity is still expected. Current macroeconomic data provides mixed signals: real wages are growing, unemployment remains low, but inflation remains sticky and credit scores are deteriorating.  Wage growth.

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Market Insights | Paws and Profit: Unveiling the Animal Health Market

Market Insights | Paws and Profit: Unveiling the Animal Health Market

By Cornelius Zeeman and Janco du Toit,Fairtree Portfolio Manager and Equity Analyst Animal health refers to the treatment and care of animals to prevent or combat diseases. This field encompasses two main categories of animals: livestock, used for consumption and productive use cases, and companion animals, such as pets, which provide fellowship and companionship to

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Grethe Fourie

Business Development Manager

Grethe joined Fairtree in 2025 as a Business Development Manager in the Distribution team. She focuses on cultivating strong, long-term relationships with financial advisers and identifying opportunities for meaningful growth. Prior to joining Fairtree, Grethe spent eight years at PPS, where she held several leadership roles, including Regional Sales Manager, Regional Specialist Support Manager, and ultimately National Manager of PPS Wealth Advisory. In her most recent role, she led the Wealth Advisory team nationally, overseeing strategy, operations, reporting, and key stakeholder relationships. She also served as a Key Individual on the FSP licence and chaired the Best Practice Committee. Earlier in her career, she worked as a financial adviser for seven years. She is passionate about empowering women in finance and previously led the Women in Finance initiative at PPS. Grethe holds a Postgraduate Diploma in Financial Planning from Stellenbosch University and is a Certified Financial Planner® professional.

Stephan Venter

Investment Specialist

Stephan joined Fairtree in 2025 as an investment specialist in the Distribution team. He began his career at Deloitte in 2006 as an accountant. He then joined Discovery Invest as an Investment Specialist, before moving to Sanlam Investments, where he spent nine years as a portfolio manager. He holds a Bachelor of Commerce degree in Accounting from the University of Pretoria, an Honours degree and CTA in Accounting from the University of South Africa, and an Honours degree in Financial Analysis and Portfolio Management from the University of Cape Town.

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Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.