Gold Fields LTD

• FA Fairtree Asset Management Fairtree SA Equity Prescient Fund Q2 2026 commentary ↗ Fairtree SA Equity Prescient Fund added to Gold Fields, Impala, Sasol, Northam and AngloGold after weakness, maintaining its long-term precious-metals thesis. It expects softer, steadier oil prices to improve South Africa’s inflation outlook and support financial conditions, while retaining liquidity for volatile markets. Q2 2026 AU $47BGFI $33BIMPUY $9.7B +2
• NP NS Partners Global Emerging Markets Equity Strategy Commentary ↗ The Global Emerging Markets Equity Strategy emphasized AI infrastructure suppliers in South Korea and Taiwan while shifting China exposure from consumers toward technology, industrials and energy-security themes. It added Saudi Arabia, the UAE, China, India and Taiwan, sold Goldfields, and retained Tencent and Alibaba despite concerns over AI disruption and domestic-demand weakness. second quarter 2026 BABA $253BTCTZF $470B
• FA Fairtree Asset Management Fairtree Global Equity Fund Q2 2026 commentary ↗ Fairtree Global Equity Fund added to Booking Holdings, Meta and TSMC, opened positions in Shibaura Mechatronics, Charles Schwab, Robinhood, LVMH, Sasol and Gold Fields, and exited several lower-conviction holdings. The portfolio favours technology over cyclical shares while retaining valuation discipline amid a momentum-led semiconductor rally. Q2 2026 —

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