RGB_Full colour logo on black_transparent (002)

In The Press

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

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

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

Market Insights | Precision Agriculture: An Opportunity Ripe for Harvest Read More »

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

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

Market Insights | Investigating the European Technology Landscape

By Cornelius Zeeman & Christoff Marais, Fairtree Portfolio Manager & Equity Analyst Europe is generally not seen as a leader in the technological arena. It is often characterised as a market that only comprises companies from the “old economy”. Comparing the S&P 500’s composition to the STOXX Europe 600 Index reveals clear differences, as shown

Market Insights | Investigating the European Technology Landscape Read More »

In The News | HedgeNews Africa Awards Recognise Top Achievers in 2023

Cape Town: The 15th annual HedgeNews Africa Awards held in Cape Town last night recognised the outstanding performance of 60 nominees across 15 categories based on their 2023 calendar-year returns.    The Matrix SCI Fixed Income Retail Hedge Fund was named Fund of the Year, delivering a net return of 20.86% in 2023 on a Sharpe

In The News | HedgeNews Africa Awards Recognise Top Achievers in 2023 Read More »

Market Insights | Navigating the Volatility of Chinese Technology Shares

By Cornelius Zeeman & Jacques Haasbroek, Fairtree Portfolio Managers Recent market performance.   Chinese shares have been known for their volatility and the momentum-driven nature of their equity market. The Chinese technology sector has been no different and suffered a severe derating over the last couple of years. As shown in Graph 1 below, the

Market Insights | Navigating the Volatility of Chinese Technology Shares Read More »

Your Questions Answered: Fairtree Flexible Income Plus Prescient Fund & BCI Income Plus Fund

The Fairtree Flexible Income Plus Prescient Fund and BCI Income Plus Fund invest exclusively in bonds issued by companies in South Africa and Europe. In other words, the funds are effectively lending money to these businesses and earning interest from them. So, what are the risks, and how are they managed? We’ve just seen a

Your Questions Answered: Fairtree Flexible Income Plus Prescient Fund & BCI Income Plus Fund Read More »

Market Insights | The Geopolitical Chess Game: China and the US in Semiconductor Strife

By Cornelius Zeeman & Ashin Daya, Fairtree Portfolio Manager & Equity Analyst In the ever-evolving landscape of global geopolitics, one of the most intricate and consequential battles is unfolding in the realm of semiconductors. At the heart of this contest are China and the US, two economic and technological giants vying for supremacy in an

Market Insights | The Geopolitical Chess Game: China and the US in Semiconductor Strife Read More »