What Is Diversification? In our last article we mentioned the importance of diversification. However, what is diversification and how do you achieve it inside your portfolio? We learnt that diversifying a portfolio is incredibly important. Behavioural finance research shows that investors understand the importance of diversification, however struggle to apply it in practice. Many investors […]
Diverse Portfolios Are Key Read More »
A Portfolio That Simultaneously Achieves Long-Term Wealth And Short-Term Tactical Tilting Core and Satellites Combine The way that we construct our portfolios follows the same Investment Philosophy and Process designed by Lombard Barnard and Cephas Dube. This serves as the foundation to each portfolio we create. All of our portfolios have a ‘core’. This core
Our Best Opinion On Balanced Investing Read More »
By Cephas Dube, Johan Steyl & Kheara Lugg Balanced Investing is not a foreign topic of discussion at Fairtree Invest. There have been several articles and webinars around this topic. Why? We believe it is an important concept to grasp, with many facets to mastering balanced investing. Balanced investing is all about allocating your funds
Balanced Investing: Risk, Patience & Temptation Read More »
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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 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.
Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.
Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.
