Cy Jacobs

Co-founder & Director

Cy is a co-founder of 36ONE Asset Management and heads the investment team. Before 36ONE, he was a portfolio manager at Investec Securities, where he was head of the Opportunities Mandate. Prior to that, Cy was a Director at HSBC, where he jointly 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 holds a BCom, BAcc and CA (SA).

Gareth Stobie

Channel Lead

Having founded, grown and managed CoreShares Asset Management and its range of funds and ETFs until its acquisition by fellow ‘challenger brand’ 10X Investments in 2022, Gareth now forms part of the 10X management team. As Channel Lead, Gareth is focused on nurturing and supporting our IFA, DFM, Stockbroker and Multi-manager stakeholder relationships with world class solutions and service. He is also responsible for the growth of 10X’s corporate pension and umbrella fund business. Gareth is a respected thought leader in the area of index investing (in particular) and participates regularly in public forums – conferences, radio and television. Gareth has an MBA from Wits Business School and has 20 years’ financial services experience across structured finance, investment management and banking.

Shane Watkins

Chief Investment Officer

After qualifying as a Chartered Accountant Shane began his investment career at Liberty Asset Management in 1995 as an Investment Analyst. He was later appointed Senior Fund Manager, responsible for managing a unit trust fund, third party pension funds and eventually the life fund of the Liberty Group. Following this, Shane spent three years as a Director of Corporate Finance at UBS Warburg before moving to Peregrine Capital as a Director. After seven years at Peregrine Capital he started All Weather Capital and has been at the company since 2014 and built up an AUM of over R20bn.

Duncan Artus

Chief Investment Officer

Duncan was appointed chief investment officer in 2020. He joined Allan Gray in 2001 and was appointed as a portfolio manager in 2005. He manages a portion 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 Honours degree in Business Science and a Postgraduate Diploma in Accounting from the University of Cape Town and is a CFA® and CMT® charterholder.

Conrad Wood, CFA

Head of Fixed Income

CFA

Conrad is a founding member of ALUWANI Capital Partners, with more than 25 years in investment management. He has led one of the most successful fixed income teams in South Africa. He seeks to continue this high performance at ALUWANI by leveraging the benefits of a smaller and more flexible business.

Brian Thomas

Portfolio Manager

Prior to joining Laurium Capital in September 2017 as a retail analyst and co-portfolio manager of the Amplify SCI* Balanced Fund, Brian was the lead international client services fund manager at Coronation Asset Management. Brian spent 5 years as the managing director of the Central European, Middle East and Africa (CEMEA) equity sales desk for Deutsche Bank in London, a position he took after 8 years in equity sales at Deutsche Securities in Johannesburg

Peter Armitage

 CEO

Peter is a CA (SA) and started his career in global financial markets in 1994. He has worked as an analyst, head of research and chief investment officer at a number of SA’s top financial institutions including Merrill Lynch, Deutsche Bank, Nedbank, and Investec Wealth & Investment. Peter has been rated the top investment analyst in the annual Financial Mail rankings a record 21 times and was also rated as the top analyst in SA by Finance Week in 1999. Peter founded the Anchor Group in January 2012 and has built it to a R100bn global investment management and wealth business serving over 15,000 clients. Anchor’s staff of over 350 look after many big SA pension funds and numerous ultra-high-net-worth families.

Liam Hechter

Liam Hechter

Prior to joining Anchor at the beginning of 2014, Liam worked at KPMG. Liam studied B.Acc and B.Acc (Hons) at the University of Stellenbosch and is a qualified CA (SA) and a CFA charterholder. Liam is a fund manager and is in charge of Anchor’s hedge fund mandates.

Jon Hugill

Managing Director of Fund Services

Jon is an MBA graduate with more than 15 years’ experience within Fund Services at Maitland in numerous roles including operations, ICT and projects. Prior to joining Maitland Jon worked for eight years in London.
Jon has served on the Maitland International Holdings Board (2016 – 2019) and currently serves on a number of internal Maitland Boards.

Ruan Naidu

Head of Macro Strategies

Ruen is a seasoned portfolio manager with 13 years of experience managing client portfolios. Having started in the midst of the 2008 financial crisis volatility, he developed his skillset as a portfolio manager in a fixed income hedge fund at PSG. He is a deeply skilled practitioner of asset allocation and portfolio construction methodologies. He currently oversees the Macro Strategies at Argon Asset Management, which includes Multi-Asset and Fixed Income products.

Charl Gous

Director and Portfolio Manger

Charl joined Bateleur in 2008 and has gained experience in South African investment markets since 2006. He was previously at Imalivest (Pty) Ltd, a start-up hedge fund and licensed financial service provider.
Charl is the Fund Manager for Bateleur Market Neutral and Special Opportunities Hedge Funds and Co Portfolio Manager on Bateleur Equity and Flexible Funds.

Kyle Rix

Portfolio Manager & Quant Analyst

Kyle joined BlueAlpha in 2014 from RisCura Analytics. His initial role was to manage the firm’s dealing while building out the firms capabilities in quants and risk management. In 2019, Kyle began co-managing the BlueAlpha BCI Equity fund and currently is responsible for the firm’s quantitative research and strategy.

Sidney Mckinnon

Head of Fixed Income

His career spans more than 26 years in the investment industry having worked at asset managers such as Southern Life, Nedcor Investment Bank, Abvest and Lion of Africa before joining Warwick Wealth which then became Cadiz Asset Management. After a stint in IT, he fulfilled roles as a business analyst, Quantitative Analyst and Senior Portfolio Manager ultimately heading up the Fixed Income team at Cadiz Asset Management. Amongst numerous other achievements, he holds a B.Sc. degree form the University of Cape Town and a PGD in Financial Management from the University of Free State.

Nicholas de Vos

Nicholas joined Centaur in July 2020, prior to this Nicholas spent 4 years as an analyst at a Johannesburg-based hedge fund where he covered a wide variety of sectors. He has completed the CFA program and holds an honours degree in Financial Analysis from the University of Stellenbosch.

Henry Biddlecombe

Director

Simon joined the Investment Manager in March 2019. He is a director of the Investment Manager and Contrarius ICAV, an Irish UCITS fund to which Contrarius Investment Management Limited is the Investment Manager. Simon has over 16 years’ previous investment experience with Allan Gray Ltd, South Africa’s largest privately-owned investment firm. Between 2008 and 2018, Simon co-managed Allan Gray’s equity and balanced composites for institutional and individual investors. These included the Allan Gray Equity Fund and the Allan Gray Balanced Fund, the largest equity and largest mutual fund in South Africa, respectively. Simon completed a BCom (Econometrics) degree at the University of Pretoria and a BCom (Honours) (Financial Analysis and Portfolio Management) degree at the University of Cape Town. Simon is a CFA charterholder.

Simon Raubenheimer

Director

Simon joined the Investment Manager in March 2019. He is a director of the Investment Manager and Contrarius ICAV, an Irish UCITS fund to which Contrarius Investment Management Limited is the Investment Manager. Simon has over 16 years’ previous investment experience with Allan Gray Ltd, South Africa’s largest privately-owned investment firm. Between 2008 and 2018, Simon co-managed Allan Gray’s equity and balanced composites for institutional and individual investors. These included the Allan Gray Equity Fund and the Allan Gray Balanced Fund, the largest equity and largest mutual fund in South Africa, respectively. Simon completed a BCom (Econometrics) degree at the University of Pretoria and a BCom (Honours) (Financial Analysis and Portfolio Management) degree at the University of Cape Town. Simon is a CFA charterholder.

Nicholas Stein

Portfolio Manager

Nic is a portfolio manager and analyst within the Coronation investment team with 13 years’ investment experience. He co-manages the Coronation Top 20, Market Plus and Resources unit trust funds. Nic also analyses several shares spanning mining and the financial services sectors.

Jarrod Cahn

Director and Lead Manager

Jarrod is responsible for the equity product range of investments at Credo Wealth and is Lead Manager of the flagship Credo Global Equity Fund. Prior to joining the group in 2000, Jarrod spent 4 years at Cahn Shapiro Stockbrokers in South Africa where he was a Senior Portfolio Manager. He holds a BA (LLB) from the University of the Witwatersrand and is a qualified attorney on the non-practising roll in South Africa.

Chantelle Baptiste

Portfolio Manager

Chantelle achieved her Honours in Management Accounting at Stellenbosch University. After graduating she joined Deloitte in Johannesburg where she completed her articles and during this period she completed her studies through CIMA being awarded a Chartered Global Management Accountant (CGMA) designation. She joined Barclays Africa and worked in finance for 4 years and then moved internally into the Barclays Africa Equity Research team where she joined the Financials team. She was a sell side analysts for 5 years covering South African Banks and General Financials and in 2016 was rated #2 by the Financial Mail Ranking the analyst in General Financials and #6 in SA banks. She joined Fairtree on 1 January 2017

Paul Crawford

Portfolio Manager

After graduating Paul Crawford spent 5 years at Eskom in the engineering field and then moved into the financial services industry, firstly working for Standard Corporate and Merchant Bank’s interest rate productions division for 2 years and then joining the asset management industry in 1999. After 5years at RMB Asset Management, Paul moved to the newly formed Momentum Alternative Investments where he managed numerous hedge funds and specialised segregated mandates. Paul joined Fairtree in 2013 and is responsible for managing the Proton Fund, as well as setting the investment strategy for the credit team

Clarissa van der Westhuyzen

Portfolio Manager

Clarissa studied BBusSci (Finance) and PDGA at UCT before joining KPMG to complete her accounting articles. After qualifying as a Chartered Accountant, she joined Allan Gray as an Equity Analyst. After seven years with Allan Gray, Clarissa joined Citi on the Equity Sales desk where she spent five years. Clarissa joined Fairtree in 2017.

Greville Ward

Head of International Marketing

Greville Ward has worked for 25 years in European Equity sales, first in London for Laurie Milbank and then Savory Milln (with Julian Robins) before moving to New York in 1988 to work for BZW. In 1992 he joined Robert Fleming as Head of European and Eastern European Sales where he worked for 5 years. He subsequently joined Bankers Trust until their takeover by Deutsche Bank in 1999 following which he started the US operations of Collins Stewart with Julian Robins working again with Terry Smith. Since leaving Collins Stewart in 2007 and before joining Fundsmith, Greville worked for a London based Intelligence company.

Anthony Ginsberg, CFA

Managing Director

He qualified as a Certified Public Accountant in the US, after working for the Wall Street investment bank, Salomon Brothers (now Citibank).
Thereafter he served as Barclays Bank’s, Director for Offshore Services with Global Executive Committee responsibility for the Caribbean, Southern Africa, Jersey, Guernsey and Isle of Man.

Mr. Ginsberg is the Managing Director of GinsGlobal Index Funds, a leading index product design & asset management company dedicated to passive index fund investing and ETFs (Exchange Traded Funds). GinsGlobal has operations in 10 countries, including the US, UK, The Netherlands, Germany, Italy, South Africa, Sweden, Israel and Mauritius. Over $4bn of assets are currently managed using products and designs created by GinsGlobal.

Chulantha De Silva

Client Portfolio Manager

Chulantha is a client portfolio manager at GQG Partners and has been at the firm since 2017. Prior to joining GQG Partners, he spent 10 years at Credit Suisse on the Asia Pacific Equities Research sales desk. Chulantha started his career at HSBC Securities and worked in New York and Asia. Then he joined Citigroup on the Asian Equities Research sales desks. He comes with more than 15 years of experience in international equities. Chulantha holds a BA in Economics from Washington College.

Paul Bosman

Portfolio Manager

Paul joined Granate Asset Management in July 2019 as an Executive Director and Investment Professional. Paul manages the Granate BCI Balanced Fund and the Granate BCI Flexible Fund. Prior to joining Granate Paul was a portfolio manager at PSG Asset Management, where he was responsible for the PSG Stable and PSG Balanced Funds. Before being appointed portfolio manager, he served as an equity analyst in various subsidiaries of the PSG Group. Paul is a CFA Charterholder and has a BCom Hons from the University of Stellenbosch

Barry Shamley

Barry is the manager of the Investec BCI Dynamic Equity fund which he has managed since inception. He is passionate about sustainability and was instrumental in the creation of the Investec Global Sustainable Equity fund which he co-manages. He is also a member of the Investec group ESG Executive Committee. Barry Shamley started his career at Investec in 1996 before moving to Oryx Investment Management in 2006 where he co-managed its award winning flagship fund. He rejoined Investec in 2010. Barry obtained a B.A. from the University of Witwatersrand and a BComm (Hons) F.A.P.M. from the University of Cape Town. More recently he completed the CFA certificates in ESG and Climate & Investing.

Melanie Stockigt

Head of Fixed Interest

Melanie joined Laurium in December 2020 as a portfolio manager. Melanie was a founding member of Tantalum Capital where for 15 years she was Head of Fixed Interest and the portfolio manager for the fixed income portfolios as well as contributing to the multi-asset portfolios. From 2002 to 2005 Melanie was at Coronation Fund Managers where she was head of the fixed interest team, managing fixed interest institutional and retail portfolios as well as the Strategic Income Fund. Melanie started her career in 1997 at Standard Corporate & Merchant Bank. Initially, she focused on interest rate and liquidity management before she moved to the Treasury Sales and Structuring Desk where she gained significant experience in structuring and marketing fixed income, credit and securitised products to institutional investors.

James Bullock

Portfolio Manager

James Bullock joined Lindsell Train in October 2010 and is joint Portfolio Manager for Lindsell Train’s Global Equity portfolios as well as the Portfolio Manager for the North American Equity Fund. He has a Masters degree in Physics from the University of Oxford and a doctorate in Biomechanics from the University of Cambridge. He passed the Investment Management Certificate in 2012 and was promoted to Portfolio Manager in April 2015.

Sandile Malinga

Co-Head of Multi-Asset

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, assuming a co-leadership role with Michael Moyle. He is currently the joint-Portfolio Manager of M&G Balanced and Inflation Plus Funds, and he is involved in managing our range of global funds. His role also involves providing analytical and economic support to our multi-asset and fixed-interest investment process. He is a member of the M&G Investments Asset Allocation Committee.

With 15 years’ industry experience, Sandile previously worked for Investec Asset Management as a fixed interest dealer and analyst. He also served as Portfolio Manager on large institutional fixed interest client mandates with liability immunization objectives.

Sandile holds a BSc in Mathematical Statistics and Actuarial Science and is a Fellow of the Faculty and Institute of Actuaries.

Philip Rose

Chief Investment Officer

Phil was involved in founding Martello Asset Management in June 2019, as a director, in the role of Chief Investment Officer and manager of the Martello Global Equity Fund.

Prior to joining Martello, Phil was an Investment Director at Brooks Macdonald PLC with responsibility for equity research and selection. He was chairman of the International stocks team and the Bespoke Portfolio Service team.

Phil has more than 30 years’ experience in the offshore investment industry, specifically in research, equity selection, portfolio construction and management and portfolio analysis.

Phil holds the certificate in Private Client Investment Advice and Management (PCIAM) and is a member of the Chartered Institute for Securities & Investment.

JP du Plessis

Head of Fixed Interest

JP du Plessis is currently the head of fixed income and fixed income portfolio manager at Methodical Investment Management where he has been since February 2021.

Prior to that he was at Laurium Capital where he was head of fixed income and ran fixed income and asset allocation funds as well as being a member of the asset allocation committee. Before joining Laurium capital, JP was deputy head of fixed income at Prescient Investment Management.

JP has been in the investment industry since 1997 investing in both local and global fixed income markets. His experience has predominantly been in fixed interest investing across the full spectrum of assets from complex structured credit /derivative assets to vanilla government bonds. JP has a strong track record of managing fixed income assets, have built relationships over time with the South African investor base and a regular presenter in industry forums. JP started his investment career on the proprietary bond trading desk of a German bank based in London. Before moving back to South Africa and joining Prescient, he worked for a fund management company in London, focusing on fixed interest hedge fund investing. Prior to this JP was a senior investment analyst for a $1bn fund of hedge funds, run by Schroders Investment Management, where he was responsible for fixed interest, credit and event-driven strategies. Before joining Schroders he served as the head of fixed income evaluations at Standard & Poor’s in London, where JP ran a team that analysed over 100,000 predominately European fixed income securities.

Iain Power

Portfolio Manager

Truffle Asset Management

Iain completed B.Com (Hons) Investments at RAU in 1992 and started his career in investments at RMB Asset Management in 1993. Iain held various investment roles at RMBAM, including being a member of the Board of Directors as well as the Management Board while being a Senior Investment Professional in the equity team. After 16 years with RMBAM, Iain joined Truffle in May 2010.

Malcolm Charles

Portfolio Manager

Malcolm is a portfolio manager in the South African Rates team, with responsibility for a range of fixed income portfolios, including the Flexible Bond, Dynamic Bond and Diversified Income strategies as well as the Fixed Income hedge fund.

Prior to joining Ninety One in 2001, he worked for African Harvest Fund Managers and Old Mutual Asset Managers, as both a fixed interest trader and portfolio manager.

Malcolm graduated from Rhodes University with a Bachelor of Commerce degree in Accounting, Business Administration and Commercial Law.

Adrian Clayton

CIO

Adrian joined the asset management industry in 1995 and has acted in the capacity of analyst, portfolio manager, CIO, board member and CEO over his career.

After 13 years of successfully managing the top performing PSG Balanced fund as well as being the CEO of PSG Asset Management, he reluctantly decided to resign in late 2012 as a rare opportunity arose to acquire Northstar Asset Management.
Since then, Adrian has been following his dream of building a long-only, research-driven specialist asset manager with a powerful global skill-set. Northstar has grown from R600m to R6bn over this time period, it now has a deep research DNA with a full research team working within the business.

Adrian has a commercial background with a Masters in Finance and Strategy.

Rob Perrone

Investment Counsellor

: Rob Perrone, Bachelor of Arts (Honours) in Professional Writing and Philosophy (Carnegie Mellon University), Master of Arts in Professional Writing (Carnegie Mellon University), Chartered Financial Analyst. Rob joined Orbis in 2011 following the completion of his degrees. He is a member of the team of investment counsellors and a specialist on the Orbis Global Balanced and Japan Equity Strategies.

Philip Bradford, CFA

SA Head of Investments

Philip joined PortfolioMetrix in January 2021 as SA Head of Investments, a role that includes fund management responsibilities in the Income and Multi-asset space as well as being a key member of PortfolioMetrix’s global investment committee. Philip is a multiple-award winning fund manager with over 20 years’ 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, wealth advisory and as a bond and interest rate trader. From 2008 to 2014 Philip worked at Absa Wealth in the role of Chief Investment Officer. Prior to joining PMX he was the Chief Investment Officer at Sasfin Asset Managers where he was responsible for the management over R15 billion in multi-asset and income portfolios. During his tenure he was the fund manager of the flagship Flexible Income and Balanced funds, which won a Morningstar award and numerous Raging Bull awards.

Philip is a CFA® charterholder, a past President of CFA Society South Africa and also a member of FTSE/JSE Index Advisory Committee. He regularly participates in industry discussions and is accredited as a CFA Ethics Trainer.

Martin Botha

Chief Investment Officer

Martin Botha is Reitway Global’s chief investment officer. He joined Reitway in January 2013 and has more than nine years of experience within the investment industry. Botha is a CFA charterholder, holds the CIPM qualification, and an honours degree in business management.

Faisal Rafi

Research, Investment Advisory

Faisal is responsible for investment research at RisCura. He has 24 years’ investment industry experience researching investment managers across asset classes and geographies, including alternatives. In his role as RisCura’s Head of Investment Research, Faisal is responsible for all manager selection. He has also led the research of local fund managers in emerging markets such as China. Prior to joining RisCura in 2011, Faisal was an investment manager at Coal Pension Trustees Limited where he was responsible for manager research across asset classes. He has invested in private equity at Bramdean Asset Management, which is now part of Aberdeen Asset Management. Faisal also served as an investment consultant at Towers Perrin where he advised UK pension schemes on investment strategy and manager structure.

Sean Peche

CEO

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 one of its founding members and co-managed the successful BigRock Fund, a South African-based hedge fund. In 2001, he relocated 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 establish Ranmore Fund Management Ltd.

Brandon Quinn

CEO & 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 holds a CFA Charter since 2003. Brandon has experience investing in Developed Markets, Emerging and Frontier Markets across fixed income, currency, structured credit and equity asset classes.

Brandon’s financial services experience started in 1993 in market research within NBS Corporate Bank where he was responsible for sectoral research and strategy, informing the lending operations of the bank. It was over this period that Brandon completed an advanced diploma in bank credit management.  Following the merger between NBS Bank and BoE Bank, he joined BoE Bank Treasury in 1996, where he focused on currency dealing and interest rate arbitrage.

From 2000 to 2003 Brandon managed the market risk of BoE Treasury, BoE Securities and the 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 NYSE listed multi-national commodity trading company. At SOL Brandon took overall responsibility for optimising the syndicated loan facilities and commodity hedging strategies using CBOT options and futures. In 2005 Brandon was appointed as a portfolio manager at Metropolitan Asset Managers, responsible for Liability Driven Investments of the Guaranteed Annuities products utilising nominal bonds, currency, and interest rate derivatives in multi-asset investment strategies. He managed a portfolio with AUM in excess of R7.0bn.

In 2012, Brandon was a founder of Saffron Wealth (Pty)Ltd, a hedge fund investment manager located in Stellenbosch from where it operates today. In 2013 Brandon won the Raging Bull Award for the best performing multi-asset income fund on a risk adjusted basis over 5years (The Saffron Met Opportunity Income Fund). In 2022 Saffron won the Raging Bull Award for the best straight performance of a multi-asset income fund over 3years (The Saffron BCI Active Bond Fund). The funds continue to be top performers in the Enhanced Income investment space. Saffron manages in excess of R2.3Bln in assets in the Saffron BCI Opportunity Income Fund, The Saffron BCI Active Bond Fund, The Saffron Flexible Fund and The Saffron SCI Qualified Investor Hedge Fund ONE.

Eric Black

Research Analyst

Mr. Black covers emerging-market businesses across several industries. He also led the firm’s macroeconomic research efforts for many years, and continues to help lead discussions about macro analysis and trends with Sands Capital’s investment team.

Prior to joining Sands Capital in 2013, Mr. Black was a Research Assistant at Wikistrat and at The World Justice Project.

Mr. Black earned a BA from Georgetown University and an MBA from the Darden School of Business at the University of Virginia.

Arno Lawrenz

Chief Investment Officer

Arno has been in investment management since approximately 1991 and has deep institutional knowledge and a vast network in South Africa’s financial markets. He has managed funds and portfolio management teams across a full range 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 a range of funds and solutions were launched, before they were acquired by the FirstRand Group. Most recently, he served as Global Investment Strategist at Ashburton Investments, chairing the Global Macro Forum and with day-to-day responsibility of portfolio management of their Global Multi-Asset Fund range. Arno has an Honours degree in Mathematical Statistics and is a CFA charterholder. Outside of financial markets he also serves on the board of advisors in the biotechnology space.

Aiman Shanks

Investment Director

Aiman joined Schroders in 2017 and as QEP Investment Director is responsible for communicating on investment process, policy, strategy and markets to investors across the EMEA region as well as other product development and commercial priorities. Prior to joining QEP, he worked for four years at Psigma Investment Management as an Investment Associate. Aiman’s investment career commenced in 2012 at Wesleyan Assurance Society where he worked as an Equity Analyst with a focus on the UK market. Aiman has a BSc in Accounting & Finance from the University of Warwick and an MSc in Finance from Warwick Business School.

Evan Jankelowitz

Founder and Portfolio Manage

Evan is the founder, executive director, and Portfolio Manager at Sesfikile Capital. He holds a BCom Hons in Financial Management (Cum Laude) degree from the University of Johannesburg and a Chartered Financial Analyst (“CFA”) designation. Evan started his career at Stanlib in the Wealth division representing teams such as Structured and Alternative Investments and Product Development. He soon moved on to asset management as an analyst primarily focused on listed property and then took on the role of co-head of the listed property franchise. During his tenure at Stanlib, the team grew the franchise to be the largest listed property manager in South Africa and achieved several number-one performance rankings across three and five-year investment periods. Evan co-managed the Stanlib Global Property Fund, which invested in North America, Europe, and Asia Pacific.

Andrew Clifton

Portfolio Specialist

Andrew Clifton is a portfolio specialist in the Equity Division. Andrew’s investment experience began in 1990, and he has been with T. Rowe Price since 2010, beginning in the Investment Specialist Group. Prior to this, Andrew was employed by UBS as an executive director at Global Asset Management. Andrew also was a vice president at Merrill Lynch. Andrew earned a B.Sc. in economics from the London School of Economics and an M.Sc. in econometrics from the University of Southampton.

Jonathan Myerson

Portfolio Manager

Head of Fixed Income

Jonathan has 28 years of fixed income experience. Prior to joining Visio, he served as Head of Fixed Interest at Granate Asset Management. Jonathan also served as the Head of the Fixed Interest team at Cadiz Asset Management, where he managed the Unconstrained, House View and Inflation-Linked Bond funds. As part of his experience Jonathan has 11 years of sell-side experience having worked as a Fixed Interest Strategist at HSBC and RMB. He holds a MSocSci (Econ.) degree from UCT.

Ofri Kahlon

Portfolio Manager & Analyst

Ofri joined the Visio Capital team in June 2006, and is a portfolio manager for the firm’s hedge fund and absolute return mandates. He also operates as an analyst within the investment team and researches companies across sectors both locally and offshore. He has a Masters of Mathematics, Operational Research, Statistics & Economics (M.M.O.R.S.E) qualification from Warwick University UK. After living in the UK for four years Ofri returned to South Africa in 2005. He was previously employed at the British International School as an A-level lecturer of physics, mathematics and further mathematics.

Rowan Williams-Short

Head: Fixed Interest

MSc, FIFM, CFA, CIPM

Rowan has 33 years’ experience in investing. He has managed domestic and foreign equities, derivatives, property, fixed income, TAA and hedge funds. Previous positions include CIO of African Harvest, CIO of Nedgroup Investments UK and CIO of Prudential Portfolio Managers SA (now called M&G).