Letters by company

Naspers Limited

1 letter discussing NAPRF. Everything written about it on this site is on its ticker page.

Fairtree Asset Management Fairtree Balanced Prescient Fund Q2 2026 commentary The Fairtree Balanced Prescient Fund increased defensive positioning amid an oil-driven inflation shock, holding overweight global cash, US government bonds, precious metals and PGMs while remaining underweight equities, especially the US. It cut South African equity exposure, added energy and diversified miners, and shifted South African bonds to a slight overweight concentrated at the front end of the curve. Q2 2026 —