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The Fairtree Monthly Market Insights provide our clients with a brief summary of the diverse and affluent range of solutions we offer.  In addition to the performances and asset allocation of our portfolios we also provide you with general market information.

Click here to download our latest Monthly Market Insights (28/02/2018).
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GARY KIRSTEN ANNOUNCES NEW PARTNER AND HEADLINE SPONSORSHIP FOR HIS CRICKET FOUNDATION AND COACHING SCHOOL

Gary Kirsten announced that Fairtree Capital would be the new partner and headline sponsor for Gary Kirsten Cricket.

South African opening batsman, Kirsten represented his country in over 100 tests and 185 One Day Internationals, before coaching the South African national team, the Indian national team and now coaching the Hobart Hurricanes as part of the Australian Big Bash League and the Royal Challengers Bangalore in the IPL.

Gary Kirsten Cricket is committed to the creation of sporting ecosystems and healthy alternatives for township communities by providing quality infrastructure that is safe and accessible to people in the townships.

“This is a perfect partnership for us, reflecting one of our key values of excellence and the iconic status of cricketing legend Gary Kirsten, whose cricket academy is one of the finest both locally and abroad,” said Kobus Nel, CEO of Fairtree Capital.  Read more
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THERE'S MORE THAN ONE WAY TO SKIN THE MARKET

Article credit: Moneyweb

Anyone who invested in a broad market equity index tracker over the past decade has looked extremely clever. Not only has the sustained bull market rewarded this strategy handsomely, but it has also been incredibly difficult for active managers to do any better.

There is however growing concern that investors in these kinds of passive funds are taking on risks that they may not even be aware of. Not just in South Africa, but around the world analysts are pointing out that many market cap-weighted indices are highly concentrated, and increasingly this concentration is in rather expensive stocks.

Those who advocate for using pure index strategies might say this is just part of the cycle. The market is the market, you get what you get, but over time using a simple, low-cost index tracker will still be the best way to get exposure to equities.

However, it is worth thinking about whether it isn’t worth diversifying away some of the risks that such a strategy presents.

“Market cap-weighted indices only take the size of a company into account, which is why you have Naspers making up more than 20% of the Top 40,” says Fairtree Capital fund manager Rademeyer Vermaak. “But taking that single stock risk in a technology stock that is trading on high multiples is just not prudent after an eight-year bull market.”  Read more
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