Letters by company
The Foschini Group Limited
1 letter discussing FHNGY. Everything written about it on this site is on its ticker page.
- Fairtree Asset Management Fairtree SA Balanced Prescient Fund Q1 2026 commentary Fairtree SA Balanced Prescient Fund increased defensive positioning as the Middle East conflict, energy shock and higher inflation risks drove a March risk-off move. The portfolio cut South African equity exposure, raised cash, added energy and diversified miners, took profit in gold, and favoured cash, US government bonds and precious metals. Q1-2026 —