In The Press

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

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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