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Fairtree

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Namestring
Fairtree
Websiteurl
fairtree.com
Company typeenum
Private
Founded yearint
2006
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersStellenbosch, South Africa
HQ citystring
Stellenbosch
HQ countrystring
South Africa
HQ regionstring
Africa
Markets served

Serves global market

Keyword5 values
investment management, asset management, portfolio management, alternative investments, hedge fund management
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Asset Management
Social media profiles2 records
Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Fairtree is an investment manager that manages investment portfolios for a diversified selection of local and offshore clients. The firm provides discretionary investment management services across multiple strategies to clients based primarily in South Africa and select offshore markets.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Investment Portfolio Management
CategoryAsset Management
Description

Discretionary investment management service that builds and manages diversified investment portfolios on behalf of a diversified selection of local (South African) and offshore clients.

No data
Peers10 records
1Sygnia
TypeDirect peer
Description

JSE-listed South African investment management and administration firm offering index-tracking and active strategies. Comparable to Fairtree in serving South African institutional and retail clients with diversified portfolios.

2STANLIB
TypeBroad incumbent
Description

One of South Africa's largest asset managers, part of the Standard Bank Group, offering institutional and retail investment products. Comparable to Fairtree in client base but with materially larger AUM and balance-sheet backing.

3Ninety One
TypeDirect peer
Description

Dual-listed South African and UK asset manager with deep institutional and offshore client books. Comparable to Fairtree as a South Africa-rooted, globally distributed investment manager.

4Coronation Fund Managers
TypeDirect peer
Description

JSE-listed asset manager managing institutional and retail portfolios across South African and offshore mandates. Closely comparable to Fairtree in serving diversified local and international clients with multi-asset strategies.

5Old Mutual Investment Group
TypeBroad incumbent
Description

Large South African investment manager within the Old Mutual group, managing substantial AUM across multiple strategies. Comparable to Fairtree in product breadth but at meaningfully greater scale and with broader institutional reach.

6Roxburgh Asset Management
TypeEmerging player
Description

Smaller South African investment manager offering balanced and equity portfolios to retail and institutional clients. Comparable to Fairtree as a niche, locally focused active manager competing for similar segments of the South African market.

7Ashburton Investments
TypeDirect peer
Description

South African investment manager (part of FirstRand) offering multi-asset, single-asset, and alternative strategies to institutional and retail clients. Comparable to Fairtree in product scope and target client base within the South African market.

8Sanlam Investments
TypeBroad incumbent
Description

South African investment arm of the Sanlam Group offering multi-manager, single-manager, and alternative strategies. Comparable to Fairtree at the level of client segments and product mix but operating as part of a much larger financial services group.

9Allan Gray
TypeDirect peer
Description

One of South Africa's largest independent investment managers, offering unit trusts, discretionary portfolios, and offshore funds. Directly comparable to Fairtree as a Stellenbosch-headquartered, privately controlled South African investment manager serving local and offshore clients.

10M&G Investments
TypeRegional player
Description

UK- and Southern Africa-focused investment manager offering multi-asset and fixed-income strategies. Comparable to Fairtree in providing portfolio management across multiple asset classes, primarily serving UK and South African clients.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Fairtree

Asset Managementfairtree.com

Fairtree firmographics

Firmographics
Name
Fairtree
Website
https://fairtree.com
Company type
Private
Founded year
2006
Headcount range
101–250 employees
Ownership category
akta.pro rank

Where Fairtree is headquartered

Location

Headquarters

HQ city
Stellenbosch
HQ country
South Africa
HQ region
Africa

Markets served

Fairtree business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Fairtree product offering

Product offering

Core offering

Fairtree is an investment manager that manages investment portfolios for a diversified selection of local and offshore clients. The firm provides discretionary investment management services across multiple strategies to clients based primarily in South Africa and select offshore markets.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Portfolio Management Discretionary investment management service that builds and manages diversified investment portfolios on behalf of a diversified selection of local (South African) and offshore clients.

Companies that use Fairtree

Customer profile

Ideal customer profiles1 record

Fairtree technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Fairtree competitors and assessment

Company assessment

Direct peers

  • Sygnia: JSE-listed South African investment management and administration firm offering index-tracking and active strategies. Comparable to Fairtree in serving South African institutional and retail clients with diversified portfolios.
  • Ninety One: Dual-listed South African and UK asset manager with deep institutional and offshore client books. Comparable to Fairtree as a South Africa-rooted, globally distributed investment manager.
  • Coronation Fund Managers: JSE-listed asset manager managing institutional and retail portfolios across South African and offshore mandates. Closely comparable to Fairtree in serving diversified local and international clients with multi-asset strategies.
  • Ashburton Investments: South African investment manager (part of FirstRand) offering multi-asset, single-asset, and alternative strategies to institutional and retail clients. Comparable to Fairtree in product scope and target client base within the South African market.
  • Allan Gray: One of South Africa's largest independent investment managers, offering unit trusts, discretionary portfolios, and offshore funds. Directly comparable to Fairtree as a Stellenbosch-headquartered, privately controlled South African investment manager serving local and offshore clients.

Broad incumbents

  • STANLIB: One of South Africa's largest asset managers, part of the Standard Bank Group, offering institutional and retail investment products. Comparable to Fairtree in client base but with materially larger AUM and balance-sheet backing.
  • Old Mutual Investment Group: Large South African investment manager within the Old Mutual group, managing substantial AUM across multiple strategies. Comparable to Fairtree in product breadth but at meaningfully greater scale and with broader institutional reach.
  • Sanlam Investments: South African investment arm of the Sanlam Group offering multi-manager, single-manager, and alternative strategies. Comparable to Fairtree at the level of client segments and product mix but operating as part of a much larger financial services group.

Emerging players

  • Roxburgh Asset Management: Smaller South African investment manager offering balanced and equity portfolios to retail and institutional clients. Comparable to Fairtree as a niche, locally focused active manager competing for similar segments of the South African market.

Regional players

  • M&G Investments: UK- and Southern Africa-focused investment manager offering multi-asset and fixed-income strategies. Comparable to Fairtree in providing portfolio management across multiple asset classes, primarily serving UK and South African clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Fairtree social profiles

Digital presence

Fairtree financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Fairtree leadership team

Management profile

Number of profiles

Fairtree funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Fairtree M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fairtree

What does Fairtree do?

Fairtree is an investment manager that manages investment portfolios for a diversified selection of local and offshore clients. The firm provides discretionary investment management services across multiple strategies to clients based primarily in South Africa and select offshore markets.

When was Fairtree founded?

Fairtree was founded in 2006. It employs 101 to 250 people.

Where is Fairtree based?

Fairtree is headquartered in Stellenbosch, South Africa, in the Africa region.

Who are Fairtree's main competitors?

Direct peers on record are Sygnia, Ninety One, Coronation Fund Managers, Ashburton Investments and Allan Gray. Broad incumbents are STANLIB, Old Mutual Investment Group and Sanlam Investments. Roxburgh Asset Management is listed as an emerging player. M&G Investments is listed as a regional player.

Does Fairtree have an API?

No public API is recorded for Fairtree.

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Live signals
Defense World47,839 Shares of Microsoft Corporation $MSFT Purchased by Fairtree Asset Management Pty LtdFairtree Asset Management purchased 47,839 Microsoft shares in Q2, valued at about $17.8 million, making it the fund's largest position. Other institutions also acquired new stakes, and institutional ownership stands at 71.13%.MarketBeat47,839 Shares of Microsoft Corporation $MSFT Purchased by Fairtree Asset Management Pty LtdFairtree Asset Management purchased 47,839 Microsoft shares in Q2, valued at about $17.8 million, making it the fund's largest position. Other institutions also acquired new stakes, and institutional ownership stands at 71.13%.Defense WorldFairtree Asset Management Pty Ltd Acquires 2,939 Shares of Meta Platforms, Inc. $METAFairtree Asset Management increased its Meta Platforms stake by 18.6% in Q2, buying 2,939 shares to hold 18,777 shares worth $10.577 million. Meta reported Q2 EPS of $6.18, missing estimates, but revenue rose 28% to $60.80 billion. The company declared a $0.525 quarterly dividend.American Banking and Market NewsMeta Platforms, Inc. $META Shares Purchased by Fairtree Asset Management Pty LtdFairtree Asset Management increased its Meta Platforms stake by 18.6% in Q2, buying 2,939 shares. Insiders sold 60,183 shares in the last 90 days, and analysts rate the stock a Moderate Buy with a $788.88 target.American Banking and Market NewsFairtree Asset Management Pty Ltd Acquires Shares of 5,633 International Business Machines Corporation $IBMFairtree Asset Management acquired a new IBM stake of 5,633 shares in Q2, valued at about $1.58 million. Analysts have a consensus price target of $265.90, and IBM reported Q2 EPS of $2.93, meeting estimates. The company also declared a $1.69 quarterly dividend.Defense WorldFairtree Asset Management Pty Ltd Purchases New Position in Micron Technology, Inc. $MUFairtree Asset Management purchased 1,262 shares of Micron Technology in Q2, valued at about $1.457 million. The company also reported Q2 EPS of $25.11, beating estimates, and insiders sold 177,204 shares in the last 90 days.Defense World21,856 Shares in Abbott Laboratories $ABT Acquired by Fairtree Asset Management Pty LtdFairtree Asset Management acquired 21,856 Abbott Laboratories shares in Q2, valued at about $1.98 million. Abbott reported Q2 EPS of $1.31, beating estimates, and set Q3 2026 guidance of $1.38-$1.46. Analysts rate the stock a Moderate Buy with a $119.50 price target.American Banking and Market News21,856 Shares in Abbott Laboratories $ABT Purchased by Fairtree Asset Management Pty LtdFairtree Asset Management purchased 21,856 Abbott Laboratories shares in Q2, valued at about $1.98 million. Other institutional investors also adjusted their positions, and the stock opened at $112.63. Analysts rate the stock a Moderate Buy with a consensus price target of $119.50.Defense WorldFairtree Asset Management Pty Ltd Acquires Shares of 36,333 Bank of America Corporation $BACFairtree Asset Management bought 36,333 shares of Bank of America in the second quarter, valued at about $2,070,000, per its SEC disclosure. Institutional investors hold 70.71% of the stock, which opened at $62.35 on Tuesday. The bank reported $1.21 per share and $31.56 billion in quarterly revenue, and raised its quarterly dividend to $0.32.Markets DailyFairtree Asset Management Pty Ltd Invests $838,000 in Extra Space Storage Inc $EXRFairtree Asset Management Pty Ltd acquired a new position in Extra Space Storage Inc valued at approximately $838,000 during the second quarter. Concurrently, several major financial institutions including Mizuho, UBS Group, and Wells Fargo & Company raised their price targets for the company's stock. Extra Space Storage recently reported quarterly earnings that beat consensus estimates on an EPS basis.