Wealth Management 36ONE
cy jacobs
Co-Founder and Director
Cy is a co-founder of 36ONE Asset Management and leads the investment team. Prior to 36ONE, he was a portfolio manager at Investec Securities, where he led the Opportunities Mandate. Prior to that, Cy was a director at HSBC, where he co-managed the Nedbank Entrepreneur Fund. Cy completed his accounting articles at Kessel Feinstein (later acquired by Grant Thornton). Cy has been in the industry for over 25 years and has a BCom, BAcc, and CA(SA).
10X investments
gareth stobie
canal principal
Having founded, developed and managed CoreShares Asset Management and its range of funds and ETFs until its acquisition by competing brand 10X Investments in 2022, Gareth is now part of the 10X management team. As a channel leader, Gareth focuses on nurturing and supporting our relationships with IFA, DFM, broker-dealer and multi-manager stakeholders with world-class solutions and services. He is also responsible for growing 10X's corporate pension and umbrella fund business. Gareth is a respected thought leader in the field of index investing (particularly) and regularly participates in public forums: conferences, radio and television. Gareth has an MBA from Wits Business School and has 20 years of financial services experience in structured finance, investment management and banking.
Capital for all weather conditions
Shan Watkins
Chief Investigation Officer
After qualifying as a CPA, Shane began his investment career in 1995 with Liberty Asset Management as an investment analyst. He later became a Senior Fund Manager, responsible for managing a mutual fund, third-party pension funds and, ultimately, Liberty Group's life insurance fund. Following this, Shane spent three years as Director of Corporate Finance at UBS Warburg before moving to Peregrine Capital as a Director. After seven years at Peregrine Capital, he founded All Weather Capital and has been with the company since 2014 and has amassed assets under management of over R20 billion.
allan gris
Duncan-marco
Chief Investigation Officer
Duncan was appointed Chief Investment Officer in 2020. He joined Allan Gray in 2001 and was appointed Portfolio Manager in 2005. He manages part of the Equity, Balanced and Stable portfolios. He is also a director of Allan Gray Group Proprietary Limited and Allan Gray Proprietary Limited. Duncan holds an Honors BA in Business Administration and a Postgraduate Diploma in Accounting from the University of Cape Town and holds a CFA® and CMT® certification.
Aluwani Capital Partners
Conrad Wood, CFA
Main Fixed Income Securities
CFA
Conrad is a founding member of ALUWANI Capital Partners, with more than 25 years of investment management experience. He has led one of the most successful fixed income teams in South Africa. He is trying to continue this high performance at ALUWANI using the advantages of a smaller and more flexible company.
Strengthen (Laurium)
Brian Thomas
portfolio manager
Prior to joining Laurium Capital in September 2017 as a retail analyst and co-portfolio manager of the balanced fund Amplify SCI*, Brian was the Lead International Fund Manager for Client Services at Coronation Asset Management. Brian spent 5 years as General Manager of the Central Europe, Middle East and Africa (CEMEA) Equity Sales Desk for Deutsche Bank in London, a role he assumed after 8 years in Equity Sales at Deutsche Securities in Johannesburg.
anchor capital
pedro armitage
Director
Peter is a CA (SA) and began his career in global financial markets in 1994. He has served as an analyst, research director, and investment director at some of SA's leading financial institutions, including Merrill Lynch, Deutsche Bank, Nedbank, and Investec. Wealth and Investments. Peter has been named Best Investment Analyst a record 21 times in Financial Mail's annual rankings and was also ranked Best Analyst in SA by Finance Week in 1999. Peter founded Anchor Group in January 2012 and has grown it to a worldwide turnover of R100 billion. asset management and asset management for more than 15,000 clients. Anchor's staff of over 350 serve many large SA pension funds and many high net worth families.
anchor capital
Liam Hatter
Liam Hatter
Before joining Anchor in early 2014, Liam worked at KPMG. Liam studied B.Acc and B.Acc (Hons) at Stellenbosch University and is a Qualified CA (SA) and CFA certification holder. Liam is a fund manager and oversees Anchor's hedge fund mandates.
ABOVE
Jon Hugill
Director of Fund Services
Jon is an MBA graduate with over 15 years of fund services experience at Maitland in a variety of roles including operations, IT and projects. Before joining Maitland, Jon worked in London for eight years.
Jon served on the Board of Maitland International Holdings (2016 - 2019) and currently serves on various internal Maitland Boards.
Argon Asset Management
ruan naidu
Main macro strategies
Ruen is an experienced portfolio manager with 13 years of experience managing client portfolios. He started in the midst of the volatility of the 2008 financial crisis and developed his skills as a portfolio manager at a fixed income hedge fund at PSG. He is a highly qualified professional in asset allocation and portfolio construction methodologies. He currently oversees macro strategy at Argon Asset Management, including fixed income and multi-asset products.
capital juggler
charl gous
Director and portfolio manager
Charl joined Bateleur in 2008 and has gained experience in the South African investment markets since 2006. Prior to that, he worked at Imalivest (Pty) Ltd, a hedge fund start-up and well-known financial services company.
Charl is a fund manager of Bateleur Market Neutral and Special Opportunities Hedge Funds and co-portfolio manager of Bateleur Equity and Flexible Funds.
Investment Management BlueAlpha
kyle rix
Portfolio manager and quantitative analyst
Kyle joined BlueAlpha in 2014 from RisCura Analytics. His initial role was to manage the company's transactions while developing the company's risk management and quantification capabilities. In 2019, Kyle became co-manager of the BlueAlpha BCI Equity fund and is currently responsible for the firm's quantitative research and strategy.
Patrimonial Management of Cádiz
sidney mckinnon
Main Fixed Income Securities
His career spans over 26 years in the investment industry, working for asset managers including Southern Life, Nedcor Investment Bank, Abvest and Lion of Africa before joining Warwick Wealth, which later became Cadiz Asset Management. After a stint in IT, he held positions as a business analyst, quantitative analyst and senior portfolio manager, eventually leading the Fixed Income team at Cadiz Asset Management. Among many other achievements, he has a B.Sc. degree from the University of Cape Town and a PGD in Financial Management from the University of the Free State.
centaur asset management
Nicolas de Vos
Nicholas joined Centaur in July 2020. Prior to that, Nicholas spent 4 years as an analyst at a Johannesburg-based hedge fund, covering a wide range of industries. He completed the CFA program and graduated cum laude in financial analysis from the University of Stellenbosch.
AG Capital
Hendrik Biddlecombe
Director
Simon joined the Investment Manager in March 2019. He is a Director of the Investment Manager and of Contrarius ICAV, an Irish UCITS fund of which Contrarius Investment Management Limited is the Investment Manager. Simon has over 16 years of prior investment experience with Allan Gray Ltd, South Africa's largest private investment company. Between 2008 and 2018, Simon co-managed Allan Gray's Equity and Balanced Compounds for institutional and individual investors. These include the Allan Gray Equity Fund and the Allan Gray Balanced Fund, the largest equity fund and the largest mutual fund in South Africa, respectively. Simon completed a BCom (Econometrics) from the University of Pretoria and a BCom (Honours) (Financial Analysis and Portfolio Management) from the University of Cape Town. Simon is a CFA holder.
Otherwise
Simon Raubenheimer
Director
Simon joined the Investment Manager in March 2019. He is a Director of the Investment Manager and of Contrarius ICAV, an Irish UCITS fund of which Contrarius Investment Management Limited is the Investment Manager. Simon has over 16 years of prior investment experience with Allan Gray Ltd, South Africa's largest private investment company. Between 2008 and 2018, Simon co-managed Allan Gray's Equity and Balanced Compounds for institutional and individual investors. These include the Allan Gray Equity Fund and the Allan Gray Balanced Fund, the largest equity fund and the largest mutual fund in South Africa, respectively. Simon completed a BCom (Econometrics) from the University of Pretoria and a BCom (Honours) (Financial Analysis and Portfolio Management) from the University of Cape Town. Simon is a CFA holder.
Coronation Fund Administrators
Nicholas Stein
portfolio manager
Nic is a Portfolio Manager and Analyst within Coronation's investment team with 13 years of investment experience. He co-leads the Coronation Top 20, Market Plus and Resources investment funds. Nic also analyzes various stocks in mining and financial services.
Wealth Creed
Jarrod Cahn
Director and Senior Manager
Jarrod is responsible for Credo Wealth's equity products and is lead manager of the flagship Credo Global Equity Fund. Before joining the group in 2000, Jarrod spent four years with Cahn Shapiro Stockbrokers in South Africa, where he was a senior portfolio manager. He has an LLB from the University of the Witwatersrand and is a qualified lawyer on the list of non-practicing lawyers in South Africa.
Capital de Fairtree
Chantelle Bautista
portfolio manager
Chantelle received her Honors in Management Accounting from the University of Stellenbosch. After graduation, she joined Deloitte in Johannesburg, where he completed his articles and during this time she completed her studies through CIMA and received a Chartered Global Management Accountant (CGMA) designation. She joined Barclays Africa and worked in finance for 4 years and then moved internally to Barclays Africa's equity research team where she joined the finance team. She was a sales analyst for South African banks and general finance for 5 years and in 2016 she was ranked number 2 in the Financial Mail Ranking, analyst in general finance and number 6 in South African banks. She joined Fairtree on January 1, 2017.
Capital de Fairtree
Pablo Crawford
portfolio manager
After graduating, Paul Crawford spent 5 years at Eskom in the technology sector and then moved into the financial services industry, first for 2 years in the interest earning division of Standard Corporate and Merchant Bank and then in 1999 in the financial services industry. asset Management. RMB Asset Management, Paul moved to the newly created Momentum Alternative Investments, where he managed numerous hedge funds and specialist segregated mandates. Paul joined Fairtree in 2013 and is responsible for managing the Proton Fund and setting the investment strategy for the credit team.
Capital de Fairtree
Clarissa van der Westhuyzen
portfolio manager
Clarissa studied BBusSci (finance) and PDGA at UCT before joining KPMG to complete her accounting documents. After qualifying as a public accountant, she joined Allan Gray as an equity analyst. After seven years at Allan Gray, Clarissa joined Citi at the Equity Sales desk, where she spent five years. Clarissa joined Fairtree in 2017.
Fundsmith variable income fund
Greville District
International Marketing Manager
Greville Ward worked in European equity sales for 25 years, first in London for Laurie Milbank and then at Savory Milln (with Julian Robins) before moving to New York in 1988 to work at BZW. In 1992 he joined Robert Fleming as Head of Sales for Europe and Eastern Europe, where he worked for 5 years. He then joined Bankers Trust until its takeover by Deutsche Bank in 1999, after which he started Collins Stewart's US operations with Julian Robins again working with Terry Smith. Since he left Collins Stewart in 2007 and before joining Fundsmith, Greville has worked for a London-based intelligence firm.
Geneva Global
Anthony Ginsberg, CFA
Director
He graduated as a Certified Public Accountant in the US after working for Wall Street investment bank Salomon Brothers (now Citibank).
He then served as Director of Offshore Services for Barclays Bank with responsibility for the Global Executive Committee for the Caribbean, South Africa, Jersey, Guernsey and Isle of Man.
Mr. Ginsberg is the CEO of GinsGlobal Index Funds, a leading index product design and asset management firm focused on passive investing in index funds and ETFs (Exchange Traded Funds). GinsGlobal has operations in 10 countries, including the US, UK, Netherlands, Germany, Italy, South Africa, Sweden, Israel and Mauritius. Over $4 billion in assets are currently managed using products and designs created by GinsGlobal.
GQG-partners
Chulantha de Silva
client portfolio manager
Chulantha is a client portfolio manager at GQG Partners and has been with the company since 2017. Prior to joining GQG Partners, she spent 10 years at Credit Suisse on the sales desk for Asia Pacific Equities Research. Chulantha began his career at HSBC Securities, working in New York and Asia. He later joined Citigroup on the sales desks of Asian Equities Research. He has more than 15 years of experience in international equities. Chulantha has a bachelor's degree in economics from Washington College.
grenade asset management
paul bosman
portfolio manager
Paul joined Garnet Asset Management in July 2019 as a Managing Director and Investment Professional. Paul manages the BCI Maroon Balanced Fund and the BCI Maroon Flexible Fund. Prior to joining Garnet, Paul was a portfolio manager at PSG Asset Management, where he was responsible for PSG's stable and balanced funds. Before being appointed as a portfolio manager, he was an equity analyst at various subsidiaries of the PSG Group. Paul is a CFA Charterholder and has a BCom Hons from Stellenbosch University
Investec
barry shamley
Barry is the manager of the Investec BCI Dynamic Equity fund which he has managed since its inception. He has a passion for sustainability and was instrumental in creating the Investec Global Sustainable Equity fund, which he co-leads. He is also a member of the Investec Group's ESG Executive Committee. Barry Shamley began his career at Investec in 1996 before moving to Oryx Investment Management in 2006, where he co-managed the award-winning flagship fund. He rejoined Investec in 2010. Barry earned a B.A. from the University of the Witwatersrand and a BComm (Hons) F.A.P.M. from the University of Cape Town. Most recently, he completed CFA certifications in ESG and Climate & Investing.
laurel capital
Melanie Stockigt
Fixed Interest Boss
Melanie joined Laurium in December 2020 as a Portfolio Manager. Melanie herself was one of the founders of Tantalum Capital, where she was a director of fixed income for 15 years and a portfolio manager of fixed income as well as multi-asset portfolios. From 2002 to 2005, Melanie worked at Coronation Fund Managers, where she led the fixed income team, managing institutional and retail fixed income portfolios, as well as the Strategic Income Fund. Melanie began her career in 1997 at Standard Corporate & Merchant Bank. She initially focused on interest rate and liquidity management before moving to the Treasury Structuring and Sales Desk, where she gained significant experience structuring and marketing fixed income, credit and securitized products for institutional investors. .
lindsell train
james bullock
portfolio manager
James Bullock joined Lindsell Train in October 2010 and is the joint portfolio manager of Lindsell Train's global equity portfolios and the portfolio manager of the North American Equity Fund. He has an MS in physics from Oxford University and a PhD in biomechanics from Cambridge University. He passed the Investment Management Certificate in 2012 and was promoted to Portfolio Manager in April 2015.
M&G investments
I'm not a wall
Medehoofd van Multi-Active
Sandile joined M&G Investments in 2013 as a member of the fixed income team and joined the multi-asset team in 2018. In 2023, he was promoted to co-head of multi-asset and assumed a leadership role alongside Michael Moyle. He is currently the joint portfolio manager of M&G Balanced and Inflation Plus Funds and is involved in the management of our range of global funds. His role also includes providing analytical and economic support to our fixed income and multi-asset investment process. He is a member of the Asset Allocation Committee of M & G Investments.
With 15 years of industry experience, Sandile previously worked for Investec Asset Management as a fixed income trader and analyst. He has also served as portfolio manager for large institutional fixed income client mandates with liability immunization objectives.
Sandile has a BA in Mathematical Statistics and Actuarial Sciences and is a member of the Faculty and Institute of Actuaries.
Wealth Management Hammer
Felipe Roos
Chief Investigation Officer
Phil was involved in the creation of Martello Asset Management in June 2019, as a director, serving as Chief Investment Officer and Manager of the Martello Global Equity Fund.
Prior to joining Martello, Phil was Chief Investment Officer at Brooks Macdonald PLC, where he was responsible for stock research and selection. He chaired the international equities team and the bespoke portfolio servicing team.
Phil has over 30 years of experience in the offshore investment industry, particularly in research, stock selection, portfolio construction and management, and portfolio analysis.
Phil holds a Private Client Investment Advice and Management (PCIAM) certificate and is a member of the Chartered Institute for Securities & Investment.
methodical investment management
J. P. de Plessis
Fixed Interest Boss
JP du Plessis is currently Head of Fixed Income and Fixed Income Portfolio Manager at Methodical Investment Management, where he has been since February 2021.
Prior to that, he worked at Laurium Capital where he was head of fixed income and led fixed income and asset allocation funds and was part of the asset allocation committee. Prior to joining Laurium Capital, JP was Deputy Head of Fixed Income at Prescient Investment Management.
JP has been active in the investment industry since 1997 and invests in both local and global fixed income markets. His experience has been primarily in fixed income investments across the spectrum of assets, from complex structured credit/derivative assets to conventional government bonds. JP has a strong track record in fixed income asset management, has built relationships with the South African investor base over time and is a regular presenter on industry forums. JP began his investment career on the bond trading desk of a German bank in London. Before returning to South Africa and joining Prescient, he worked for a fund management company in London, where he focused on investing in fixed rate hedge funds. Prior to that, JP was a senior investment analyst for a billion dollar fund of hedge funds run by Schroders Investment Management, where he was responsible for fixed income, credit and event strategies. Before joining Schroders, he was head of fixed income valuations at Standard & Poor's in London, where JP led a team that reviewed more than 100,000 mostly European fixed income securities.
Inversiones Nedgroup (trufa)
Iain's Power
portfolio manager
Truffle Asset Management
Iain completed B.Com (Hons) Investments at RAU in 1992 and began his investment career with RMB Asset Management in 1993. Iain held various investment roles at RMBAM, including as a member of the board of directors and on the board of directors, while as Senior Investment Professional in the variable income team. After 16 years with RMBAM, Iain joined Truffle in May 2010.
Ninety-one
malcolm carel
portfolio manager
Malcolm is a Portfolio Manager in the South African Rates team, responsible for a variety of fixed income portfolios, including flexible bond, dynamic bond and diversified income strategies, as well as the fixed income hedge fund.
Before joining Ninety One in 2001, he worked for African Harvest Fund Managers and Old Mutual Asset Managers as a fixed income trader and portfolio manager.
Malcolm graduated from Rhodes University with a Bachelor of Commerce in Accounting, Business Administration and Business Law.
North Star
Adrian Clayton
chief information officer
Adrian joined the asset management industry in 1995 and has served as an analyst, portfolio manager, CIO, board member and CEO throughout his career.
After successfully managing the high-yield PSG Balanced fund for 13 years and also serving as CEO of PSG Asset Management, he reluctantly decided to step down in late 2012 when a rare opportunity to acquire Northstar Asset Management presented itself.
Since then, Adrian has been following his dream of building a research-driven specialist asset manager with strong global capabilities. Northstar has grown from R600m to R6bn over this period, it now has deep research DNA with a full research team working within the company.
Adrian has business experience with a Masters in Finance and Strategy.
Orbis
Rob Perrone
Investment advisor
: Rob Perrone, BA (Honours) Professional Writing and Philosophy (Carnegie Mellon University), Master of Professional Writing (Carnegie Mellon University), Chartered Financial Analyst. Rob joined Orbis in 2011 after completing his studies. He is a member of the investment advisory team and a specialist in Orbis Global Balanced and Japan Equity Strategies.
PortafolioMetrix
Felipe Bradford, CFA
SA Head of Investments
Philip joined PortfolioMetrix in January 2021 as Head of SA Investments, a role that includes multi-asset and income fund management responsibilities, as well as being a key member of PortfolioMetrix's global investment committee. Philip is a multi-award winning fund manager with over 20 years of experience in global asset allocation and fixed income.
He began his career at Investec in 1999, where he worked for 9 years in asset management, asset advisory, and as a bond and interest rate trader. From 2008 to 2014, Philip worked at Absa Wealth as an Investment Director. Prior to joining PMX, he was Chief Investment Officer at Sasfin Asset Managers, where he was responsible for managing over R15 billion in multi-asset and income portfolios. During his tenure, he was the fund manager of the flagship balanced flexible income funds, which won a Morningstar Award and numerous Raging Bull Awards.
Philip is a CFA® charter holder, former Chairman of the CFA Society South Africa and also a member of the FTSE/JSE Index Advisory Committee. He regularly participates in industry discussions and is an accredited CFA ethics trainer.
Reitway Global
Martin Botha
Chief Investigation Officer
Martin Botha is the Chief Investment Officer of Reitway Global. He joined Reitway in January 2013 and has over nine years' experience in the investment industry. Botha is CFA-certified, CIPM-rated and has an award in business management.
RisCure
faisal stream
Research, Investment Advice
Faisal is Head of Investment Research at RisCura. He has 24 years of investment industry experience researching asset managers across all asset classes and regions, including alternatives. In his role as RisCura's Head of Investment Research, Faisal is responsible for all manager selection. He also led research on local fund managers in emerging markets like China. Prior to joining RisCura in 2011, Faisal was an asset manager at Coal Pension Trustees Limited, where he was responsible for administrator research across all asset classes. He has invested in private equity in Bramdean Asset Management, which is now part of Aberdeen Asset Management. Faisal was also an investment adviser to Towers Perrin, advising UK pension plans on investment strategies and management structure.
Ranmore Funds Management
be peach
Director
Sean's investment career began in South Africa in 1997 when he joined Old Mutual Asset Management as an equity analyst. In 1999, he joined Decillion Capital as a founding member and co-manager of the highly successful BigRock Fund, a South African-based hedge fund. In 2001 he moved to London with Decillion Fund Management and co-managed a US/European hedge fund. In 2003, he joined London-based Orbis Investment Advisory before leaving in 2008 to join Ranmore Fund Management Ltd. to set up
saffron richness
Brandon Quinn
CEO and fund manager
B.Com, CFA
Brandon has been actively managing long-only and hedge fund assets since 2005. He graduated with a BCom (economics) in 1992 and has been a CFA charter since 2003. Brandon has experience investing in developed markets, emerging markets and frontier income markets. fixed , , structured credit and equity asset classes.
Brandon's financial services experience began in 1993 in market research within NBS Corporate Bank, where he was responsible for sector research and strategy, reporting the bank's lending activities. It was during this time that Brandon earned an advanced degree in bank credit management. After the merger between NBS Bank and BoE Bank, he joined BoE Bank Treasury in 1996, where he focused on foreign exchange trading and interest rate arbitrage.
From 2000 to 2003, Brandon managed market risk for BoE Treasury, BoE Securities, and BoE Hedge Funds while completing his CFA. Following the merger between BoE Bank and Nedbank, he was appointed Treasurer (Global) of Seaboard Overseas Limited (SOL), a multinational commodity trading company listed on the New York Stock Exchange. At SOL, Brandon had overall responsibility for optimizing syndicated loan facilities and commodity hedging strategies using CBOT futures and options. In 2005, Brandon was appointed a portfolio manager at Metropolitan Asset Managers, responsible for liability-driven investing of guaranteed annuity products that utilize nominal bond, currency, and interest rate derivatives in multi-asset investment strategies. He managed a portfolio with assets under management of more than R7.0 billion.
In 2012, Brandon was a founding member of Saffron Wealth (Pty) Ltd, a hedge fund investment manager based in Stellenbosch, from where he operates today. In 2013, Brandon won the Raging Bull Award for Best Multi-Asset Income Fund on a 5-Year Risk-Adjusted Basis (The Saffron Met Opportunity Income Fund). In 2022, Saffron won the Raging Bull Award for the best consecutive performance of a multi-asset income fund over 3 years (The Saffron BCI Active Bond Fund). The funds continue to be the best performers in enhanced income investing. Saffron manages more than R2.3 billion in assets in Saffron BCI Opportunity Income Fund, The Saffron BCI Active Bond Fund, The Saffron Flexible Fund and The Saffron SCI Qualified Investor Hedge Fund ONE.
sand capital
eric negro
research analyst
Sir. Black covers emerging market companies in a variety of industries. He also led the firm's macroeconomic research efforts for many years and continues to lead macro and trend analysis discussions with Sands Capital's investment team.
Prior to joining Sands Capital in 2013, Mr. Black was a Research Assistant at Wikistrat and The World Justice Project.
Mister. Black received a bachelor's degree from Georgetown University and an MBA from the Darden School of Business at the University of Virginia.
Sasfin asset managers
Arno Lawrence
Chief Investigation Officer
Arno has been working in asset management since around 1991 and has deep institutional knowledge and an extensive network in the South African financial markets. He has managed fund and portfolio management teams in a wide variety of mandates, from fixed income to global multi-asset funds, at some of the largest asset managers in the country. With a strong entrepreneurial mindset, he was founder and CIO of Atlantic Asset Management in 2007, providing a growth platform from which to launch a range of funds and solutions before being acquired by FirstRand Group. Most recently, he was Global Investment Strategist at Ashburton Investments, where he chaired the Global Macro Forum and was responsible for the day-to-day portfolio management of its Global Multi-Asset Fund range. Arno has a BA with Honors in Mathematical Statistics and is a CFA Certification holder. Outside of financial markets, he is also a member of the Biotechnology Advisory Board.
Schroeders
Aiman Shanks
Investment Director
Aiman joined Schroders in 2017 and, as QEP's Chief Investment Officer, is responsible for communicating investment process, policy, strategy and markets to investors in the EMEA region, as well as other business and investment priorities. product development. Prior to joining QEP, he spent four years at Psigma Investment Management as an investment associate. Aiman's investment career began in 2012 at Wesleyan Assurance Society, where he worked as an equity analyst with a focus on the UK market. Aiman has a BA in Accounting and Finance from the University of Warwick and an MS in Finance from Warwick Business School.
capital sesfikile
Evan Jankelowitz
Founder and Portfolio Manager
Evan is the founder, CEO and portfolio manager of Sesfikile Capital. He holds a BCom Hons in Financial Management (Cum Laude) degree from the University of Johannesburg and a Chartered Financial Analyst (“CFA”) degree. Evan began his career at Stanlib in the Wealth division, representing teams such as Structured and Alternative Investments and Product Development. He soon moved into asset management as an analyst, focusing primarily on listed real estate, and later assumed the role of co-head of the listed real estate franchise. During his tenure at Stanlib, the team grew the franchise into the largest publicly traded real estate management company in South Africa and achieved several top returns over three and five year investment periods. Evan co-managed the Stanlib Global Property Fund, which invested in North America, Europe and Asia Pacific.
T Rowe Price
André Clifton
Portefeuille Specialist
Andrew Clifton is a portfolio specialist in the Equities Division. Andrew's investment experience began in 1990 and he has been with T. Rowe Price since 2010, beginning with the Investment Specialist Group. Previously, Andrew was employed by UBS as CEO of Global Asset Management. Andrew was also a vice president at Merrill Lynch. Andrew received a B.Sc. in economics from the London School of Economics and an M.Sc. in econometrics from the University of Southampton.
Funds Management Visio
jonathan myerson
portfolio manager
Main Fixed Income Securities
Jonathan has 28 years of fixed income experience. Before joining Visio, he was Head of Fixed Income at Garnet Asset Management. Jonathan also led the Fixed Income team at Cadiz Asset Management, where he managed the Unconstrained, House View and Inflation-Linked Bond funds. As part of his background, Jonathan has 11 years of experience working as a Fixed Income Strategist at HSBC and RMB. He has an MSocSci (Econ.) degree from UCT.
Funds Management Visio
ofri kahlon
Portfolio manager and analyst
Ofri joined the Visio Capital team in June 2006 and serves as a portfolio manager for the firm's hedge funds and absolute return mandates. He also works as an analyst within the investment team, researching companies in various industries, both local and offshore. He has an MSc in Mathematics, Operations Research, Statistics and Economics (M.M.O.R.S.E) from the University of Warwick, UK. After living in the UK for four years, Ofri returned to South Africa in 2005. He previously worked at the British International School as a teacher of physics, mathematics and more mathematics at A level.
Vunani Fund Controllers
Rowan Williams-Short
Principal: Fixed interest
Master, FIFM, CFA, CIPM
Rowan has 33 years of investment experience. He has managed national and foreign equities, derivatives, real estate, fixed income, TAA and hedge funds. His previous roles include CIO of African Harvest, CIO of Nedgroup Investments UK and CIO of Prudential Portfolio Managers SA (now M&G).
