What smart money is saying about MTN
MTN.JO
No fund has written a full thesis on MTN in our archive, but 2 fund letters report a position in it, most recently Fairtree Asset Management SA Equity Prescient Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in MTN, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions
- HoldsFairtree Asset Management SA Equity Prescient FundSeptember 2026
“Counter-specific news included MTN Nigeria revenues slowing down during the second quarter, largely as a result of base effects, which raised concerns as to whether the company would meet its targets, which detracted from performance.”
MTN - HoldsFairtree Asset Management SA Equity Prescient FundSeptember 2026
Listed in Fairtree Asset Management SA Equity Prescient Fund’s reported holdings.
MTN - HoldsBenguela Global SA Capped SWIX EquityJune 2026
“We have maintained our underweight in MTN on the basis of ongoing regulatory complexity, currency translation risk, and a more attractive risk-adjusted opportunity in Vodacom, which remains our preferred holding in the sector, though we acknowledge the earnings recovery in Nigeria has continued to outpace our expectations.”
MTN
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