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 awards events in South Africa. It recognises top performance in actively managed unit trust funds. The awards ceremony, held in Cape Town on 11 March, honoured the best actively managed unit trust funds on straight performance over three years and on risk-adjusted performance over five years to the end of 2023. The most coveted award is the South African Manager of the Year, based on the overall risk-adjusted performance of a manager’s qualifying funds.
Fairtree’s Group CEO Kobus Nel expressed his pride in the team: “We are honoured to have been recognised at the Raging Bull Awards as SA Manager of the Year. This is an important tribute to our team for their dedication to our sound investment philosophy of creating long-term wealth for our clients, and our purpose, which is to enrich the lives of all our stakeholders,” said Nel. “This Raging Bull award and certificate affirms our commitment to consistent investment excellence, and our deeply entrenched values that drive every action and decision we make at Fairtree: Excellence, Integrity, Growth, Real Relationships and Family. They form the foundation of our long and valuable relationships with our clients, and we believe this has created a unique culture among our team for investment ideas to flourish.”
The Fairtree Global Equity Prescient Feeder Fund is informed by Fairtree’s philosophy of investing in growing cashflow streams at attractive valuations. The Fund uses a multi-factor model to identify opportunities, provide scalability and manage human bias. Fundamental analysis is performed by the team of analysts and the fund is actively traded in a way that optimises these opportunities. This has resulted in the Fund outperforming in different market conditions. “We have an energetic team of experts that pursue investment excellence. We have continued to grow the team and now have on-the-ground presence offshore,” says Fairtree’s Portfolio Manager, Cornelius Zeeman.
Fairtree was nominated in the following categories:
Straight performance over three years:
- Fairtree Global Flexible Income Plus Fund
- Fairtree Global Listed Real Estate Fund
Risk-adjusted performance over five years:
- Fairtree ALBI Plus Prescient Fund
- Fairtree Global Equity Prescient Feeder Fund
- Fairtree Select Equity Prescient Fund
Disclaimer:
Fairtree Asset Management (Pty) Ltd is an authorised financial services provider (FSP 25917). Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CISs are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested. There is no guarantee in respect of capital or returns in a portfolio. Prescient Management Company (RF) (Pty) Ltd is registered and approved under the Collective Investment Schemes Control Act (No.45 of 2002). For any additional information such as fund prices, fees, brochures, minimum disclosure documents and application forms, please go to www.fairtree.com
