In The Press

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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Investec and Fairtree named best unit trust fund houses

Leading unit trust managers who deliver consistent returns across their funds identified. 28 FEBRUARY 2020 – 19:49 MONEY REPORTER Investec claimed the title of best fund house for a larger range of unit trust funds and Fairtree was named the best fund house for a smaller range of funds at this week’s Morningstar Awards. Kagiso …

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Income funds are critical building blocks of a balanced fund

Volatile equity markets emphasise the need for balance. By Marcia Klein Mixing income funds with equity in a balanced fund’s portfolio offers additional predictability and helps to protect capital and maximise income growth. The Fairtree Flexible Income Plus fund invests in interest bearing and non-equity securities, including bonds, cash deposits, money market instruments, non-equity derivatives …

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Is now the time to reconsider hedge Funds?

Is now the time to reconsider hedge funds? Written by: Cornelius Zeeman, Portfolio Manager at Fairtree Asset Management During the past year, many investor discussions and articles have focused on whether clients should look to move more of their wealth offshore to hedge their exposure to South Africa, in light of the country’s unprecedented economic …

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Multi Asset Class Fund

Multi-asset class fund shows a preference for South African stocks Fairtree fund focuses on tactical asset allocation and protection against the downside. By Marcia Klein Given the current uncertain environment, some investors are wanting to protect their portfolios that may currently be predominantly in equity. Fairtree Balanced Prescient Fund manager Jacobus Lacock says investors may …

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