In The Press

Jennie Stenerhag

Professional athlete and Swedish mountain-biking marathon champion, Jennie Stenerhag is a proud Fairtree ambassador. We are inspired by Jennie’s tenacity and ability to remain focused during these turbulent times. Jennie shares how she has remained committed and motivated in these extremely challenging times: “It has been a mental game to vary training and keep a …

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Why invest in South Africa and why invest now?

We have held a balanced view on South Africa for some time, but have become more positive over the last few months. Cyclically, South Africa is well-positioned to benefit from significant global tailwinds and increased local economic activity as the lockdown eases. Structurally, South Africa’s growth outlook remains weak and burdened with high levels of …

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Where is SA’s top-rated fund manager seeing risk and opportunity?

According to the latest Citywire ratings, Fairtree Capital’s Jacobus Lacock tops the list of South African fund managers. The Fairtree Balanced Prescient fund, which he co-manages with Stephen Brown, has returned 35.1% over the past three years, against a category average of just 12%. The AAA-rated Lacock offered Citywire his views on the current environment …

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There’s more to the global stock indices than meets the eye

Written by: Cornelius Zeeman, Portfolio Manager at Fairtree Asset Management. 12 June 2020 Valuations are relative As a result of the S&P 500’s recovery of 42.7% from its lows leaving it -0.3% year-to-date, there are many articles out there flagging that the US market is trading at lofty valuations when looking at its price earnings …

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