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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

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

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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Fund in the Spotlight | BCI Income Plus Fund (C Class) *10 Year Anniversary*

The BCI Income Plus Fund is managed by Fairtree. The objective of the Fund is to provide superior risk-adjusted returns over and above cash, irrespective of market conditions. Since its inception, the Fund has achieved its objective and has delivered 10 consecutive calendar years of positive returns. Performance highlights.   Since its inception, the Fund

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Fund in the Spotlight | Fairtree Assegai Equity Long Short FR QI Hedge Fund

The objective of the Fairtree Assegai Equity Long Short FR QI Hedge Fund is to create long-term wealth for investors by extracting alpha from equity markets. Since its inception, the Fund has achieved its objective and has delivered 11 consecutive years of positive returns. Performance highlights.   The Fund has demonstrated a strong trajectory of

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Market Insights | Precision Agriculture: An Opportunity Ripe for Harvest

By Cornelius Zeeman & Gavin van der Berg, Fairtree Portfolio Manager & Equity Analyst It is safe to say that the data-driven fourth industrial revolution is well underway. Newsfeeds are flooded with developments related to artificial intelligence, automation and connectivity, together with the companies enabling these fascinating innovations. As has been the case over the

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Fairtree wins SA Manager of the Year at the Raging Bull Awards 2024

The Fairtree team has again shown their mettle by scooping the South African Manager of the Year award and a certificate for Best (SA-domiciled) Global Equity General Fund on a risk-adjusted basis for the Fairtree Global Equity Prescient Feeder Fund.  The Raging Bull Awards are regarded as one of the leading and most established investment

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