What are semiconductors – TSMC, Nvidia.
13 February 2025
What is cloud – Microsoft, Amazon.
06 March 2025
US housing market – Homebuilders.
10 April 2025
GLP1s – Novo, Eli Lily.
15 May 2025
Advertising – Meta, Alphabet.
12 June 2025
Vehicles and EVs – Tesla, Byd.
10 July 2025
Kazakhstan Macro, Financials – Kaspi, Halyk.
14 August 2025
Payments – Visa, Mastercard.
11 September 2025
Cellphones and hardware – Samsung, Apple.
16 October 2025
Oil – Majors.
13 November 2025
Indian Macro Financials. Big, small.
11 December 2025
US retail – Walmart, Costco.
15 January 2026
Streaming – Disney, Netflix.
12 February 2026
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Ryan joined Fairtree in 2016 and is the head of Retail Sales. He has over 25 years of experience in the financial services industry. He joined Momentum in 1998, where he held various roles, such as investment marketing, sales and distribution, over 15 years. In addition, he led the national team of Investment Specialists at Momentum and served on Group Investment Committees. Ryan then joined Investec, where he continued to be involved in the sales, marketing and distribution of the Investec fund range. He returned to Momentum as head of Wealth Management, where he was responsible for the full integration of the investment philosophy, house views, fund solutions and wealth management proposition.
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.