Investment Philosophy and Process

The Select FR Equity Fund is a general equity portfolio that aims to provide high long-term capital growth, with minimum net equity exposure of 80% of portfolio asset value. Fairtree’s objective is to generate long-term wealth by producing inflation-beating returns. The Fund invests primarily in local and global listed equities, while its investment universe may also include preference shares, property shares, property-related securities, interest-bearing instruments, assets in liquid form, collective investment schemes and listed or unlisted financial instruments. It is actively managed through fundamental research, bottom-up stock selection and disciplined portfolio construction.