M Bus Sc (Finance), CFA Charterholder
Jason Swartz joined us on 1 October 2019 on the asset allocation side, where his strong strategy and qualitative analysis skills will be adding significant value. Jason is working closely with Denzil Burger and Graham Tucker on delivering alpha through active asset allocation.
Jason was the head of Portfolio Solutions at Satrix responsible for building bespoke solutions as well as leading the research function. Prior to that, he worked at RMB/Momentum Asset Management focusing on strategy and asset allocation research including thematic and sector allocation insights and recommendations. Jason also previously worked at JP Morgan Equities as an investment strategy analyst and Cadiz Financial Strategists as a quantitative analyst.