You are currently viewing our website for South African Domiciled investors.

South African Domiciled Investor     International/Non-South African Domiciled Investor Close

Disclaimer:

Please take note that the site you are about to access is intended for international institutional investors only and is not permitted for retail investors nor any South African institutional investors. The information contained on the site is for information purposes only and does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe for or purchase any particular investment. This website is expressly not intended for persons who, due to their nationality or place of residence, are not permitted access to such information under applicable law.

Agree Disagree

  • Tanya-Goussard

    Tanya Goussard

    Office Manager & Personal Assistant

    Tanya-Goussard

    Tanya Goussard

    Office Manager & Personal Assistant

    • Global Emerging Markets


     

    Tanya is responsible for all the international travel logistics for the Global Emerging Markets (GEM) team, preparing presentations for client engagements as well as the day-to-day running of the GEM office.

    Tanya joined Old Mutual Investment Group in February 2000 as a personal assistant to the equity research team and in 2012 she joined the ELECTUS boutique. Tanya has 15 years of work experience in the asset management industry.

    CLOSE
    VIEW
  • Feroz-Basa

    Feroz Basa

    Joint Boutique Head

    Feroz-Basa

    Feroz Basa

    Joint Boutique Head

    • Global Emerging Markets


     

    Feroz is the joint boutique head of Global Emerging Markets and is responsible for managing and building the investment boutique, one of 10 Old Mutual Investment Group boutiques.

    Prior to setting up Global Emerging Markets, he was a portfolio manager and analyst in the ELECTUS boutique, after joining in February 2012.   
     
    He became portfolio manager of the Old Mutual High Yield Opportunity Fund in 2007 and assisted in implementing a philosophy and process for the Old Mutual High Yield Opportunity Fund and Old Mutual Value Fund. 

    While completing his studies, Feroz joined Old Mutual Unit Trusts in 1998. In 2004, he moved to Old Mutual Investment Group as a trainee analyst.

    With a passion for investments and a flair for numbers, he excelled in analysing both private and listed equities and became an equity analyst responsible for the building and construction, electronics and diversified transport companies.

    Feroz has 11 years of work experience in the asset management industry.

    CLOSE
    VIEW
  • Warren-Jervis

    Warren Jervis

    Portfolio Manager: Old Mutual Investment Group

    Warren-Jervis

    Warren Jervis

    Portfolio Manager: Old Mutual Investment Group



    Warren is the fund manager of the Old Mutual Small Companies Fund (unit trust), as well as several other client portfolios.

    His key value-added to Old Mutual Investment Group is his in-depth knowledge of, and considerable insight into, the mid- and small caps sectors.

    Warren joined Old Mutual Investment Group’s Equity Research team in May 2006 as a research analyst and portfolio manager.

    He was appointed as sector head of the mid- and small companies portfolio and the portfolio manager of the Old Mutual Small Companies Fund in September 2009. In addition, he managed a portion of the mid- and small cap component of Old Mutual Investment Group’s institutional funds for eight years.

    Prior to joining Old Mutual Investment Group, Warren was a senior analyst and portfolio manager at Nedcor Investment bank for nine years.

    Warren has 24 years’ work experience in either analyst or portfolio management positions, both in South Africa and in London.

    CLOSE
    VIEW
  • Siboniso-Nxumalo

    Siboniso Nxumalo

    Joint Boutique Head

    Siboniso-Nxumalo

    Siboniso Nxumalo

    Joint Boutique Head

    • Global Emerging Markets


     

    Siboniso is the joint boutique head of Global Emerging Markets and is responsible for managing and building the investment boutique, one of 10 Old Mutual Investment Group boutiques.

    Prior to setting up Global Emerging Markets, he was a portfolio manager and analyst in the ELECTUS boutique, after joining in February 2007.    

    In 2011, he was appointed to head up the financials and property research team and assumed responsibility for bank and other financial analyses excluding insurance.

    Prior to joining Old Mutual Investment Group, he was a TOPP trainee accountant at Old Mutual for three years. Two of those years were spent in various departments of Old Mutual Investment Group (including Investment Research and Analysis)

    Siboniso has 10 years of work experience in the asset management industry.

    CLOSE
    VIEW
  • Sharief-Panseray

    Sharief Pansarey

    Investment Professional

    Sharief-Panseray

    Sharief Pansarey

    Investment Professional

    • Global Emerging Markets


     

    Sharief joined the Old Mutual Global Emerging Markets (GEM) boutique as a senior equity analyst. His responsibilities include analysing listed resources and industrial companies globally as well as broad market analysis. He is also responsible for preparing and delivering formal presentations to internal and external clients.

    Sharief joined Old Mutual Investment Group in July 2008 as an equity analyst, responsible for SA listed resource companies and in 2012, he joined the ELECTUS boutique.

    Prior to joining Old Mutual Investment Group, Sharief was a sell side Equity Analyst at Credit Suisse Standard Securities for three years. His responsibilities included, research and analysis of listed companies within the gold and platinum sector of the JSE.

    Sharief has seven years work experience in equity research.

    CLOSE
    VIEW
  • Izak-Swanepoel

    Izak Swanepoel, CFA

    Investment Professional

    Izak-Swanepoel

    Izak Swanepoel, CFA

    Investment Professional

    • Global Emerging Markets


     

    Izak's current responsibilities in the Old Mutual GEM boutique include analysing large listed emerging market companies in the industrial, consumer discretionary, staple and energy sectors.

    He has extensive experience in large cap equity research in both developed and emerging markets, focusing on the industrial sectors. Izak joined Old Mutual Investment Group’s ELECTUS boutique in May 2012.

    Prior to joining Old Mutual Investment Group, Izak worked in AllianceBernstein's Cape Town-based investment research team for nearly nine years. His responsibilities included large cap equity research on emerging markets (EMEA industrials, airlines, homebuilders and utilities) and developed markets (European airlines, homebuilders and utilities).

    His previous experience also includes time at Bank of America Securities in London as a senior analyst in European telecoms; at Donaldson, Lufkin & Jenrette (DLJ) in London and at PricewaterhouseCoopers, in both their London and Cape Town offices.

    Izak has 15 years' investment-related experience as a global equity analyst, four years of experience in corporate finance, specifically involving valuation consulting in Europe, and a further four years of experience in accounting and auditing.

     

    CLOSE
    VIEW
  • Wium-Malan

    Wium Malan, CFA

    Investment Professional

    Wium-Malan

    Wium Malan, CFA

    Investment Professional

    • Global Emerging Markets


     

    Wium joined Old Mutual in June 2013 as an Investment Analyst focusing on the Global Emerging Markets Equity product.  His role is to assist in emerging market stock selection and analysis in the telecommunications, internet, media and other industrial sectors.

    Wium previously spent a brief time at Oasis as an investment analyst, after which he worked at AllianceBernstein for six years. His investment experience includes covering the global telecommunication, media, healthcare, pharmaceutical and industrial sectors, both in the emerging and developed markets.

    He has nine years of experience in conducting research and analysis of financial and market data and contributing to the investment teams managing emerging and developed market investment products.

    CLOSE
    VIEW
  • Dwayne-Dipenaar

    Dwayne Dippenaar, CFA

    Investment Professional

    Dwayne-Dipenaar

    Dwayne Dippenaar, CFA

    Investment Professional



    Dwayne joined ELECTUS in April 2013 as an equity analyst in the global emerging markets team. His current responsibilities include emerging market stock analysis and selection, as well as supporting the ELECTUS team in analysing local stocks.

    Dwayne was previously at Berman Capital Management in New York for a year. His position was as a hedge fund research analyst, with a specific focus on US-listed retailers. Prior to that, he spent five years at PWC (where he completed his articles), two years of which were spent in their corporate finance department in New York. His experience included being involved in buy/sell side financial due diligence, as well as an auditor in the financial services banking sector.

    Dwayne has two years of investment-related experience.

    CLOSE
    VIEW
  • Tanja-Tippett

    Tanja Tippett, CFA

    Portfolio Manager

    Tanja-Tippett

    Tanja Tippett, CFA

    Portfolio Manager

    • Liability Driven Investments


    MSc (Applied Mathematics), CFA Charter Holder

    Tanja was previous head of Old Mutual Investment Group’s Liability Driven Investments boutique, establishing it as the leading liability driven investment provider.

    Tanja joined Old Mutual Specialised Finance (OMSFIN) in 2005 as head of quantitative research and product development. She started at Old Mutual Investment Group as a quantitative analyst, progressing to a portfolio manager focusing on annuity funds, having begun her investment career at BOE Treasury.

    CLOSE
    VIEW
  • Trevor-Abromowitz

    Trevor Abromowitz, CFA

    Boutique Head

    Trevor-Abromowitz

    Trevor Abromowitz, CFA

    Boutique Head

    • Liability Driven Investments


    MSc Actuarial Science, BSc: Advanced Mathematics (Hons),  BEconSc, FFA, FASSA

    Trevor joined Old Mutual’s Liability Driven Investments team in April 2012 and has been instrumental in developing and growing the Boutique. He is responsible for the business management of the boutique, and jointly responsible for research, strategy, governance and the management of the team.

    Trevor gained experience in advising retirement funds on Liability Driven Investment (LDI) solutions in his role as Investment Cluster head at Alexander Forbes.                

    In his five years at Alexander Forbes, Trevor managed the Alexander Forbes Asset Consulting and Special Project divisions.

    CLOSE
    VIEW
  • Michelle-Erasmus

    Michelle Erasmus

    Portfolio Manager

    Michelle-Erasmus

    Michelle Erasmus

    Portfolio Manager

    • Liability Driven Investments


    BSc Hons (Financial Mathematics)

    Michelle joined the Old Mutual Investment Group’s Liability Driven Investments Boutique in September 2008 and is responsible for the management and performance of all the liability-driven portfolios.

    She has more than 14 years’ experience in the interest rate market. Prior to joining Old Mutual Investment Group, she was an interest rate derivatives trader at Sanlam Capital Markets for five years. She has experience in managing fixed income assets, interest rate derivatives, inflation-linked assets, credit assets as well as structured interest rate and credit products.

    CLOSE
    VIEW
  • Meeta-Gosai

    Meeta Gosai, FIA, CFA

    Portfolio Manager

    Meeta-Gosai

    Meeta Gosai, FIA, CFA

    Portfolio Manager

    • Liability Driven Investments


    BSc Actuarial Science, FIA, CFA Charterholder

    Meeta joined Old Mutual Investment Group’s Liability Driven Investments boutique in July 2011 and assists in ensuring that the boutique maintains good relationships with clients and offers solutions that suit their bespoke liabilities. She is responsible for driving the implementation of new products and solutions, ensuring that deadlines are met and that clients are satisfied.

    Prior to joining the Liability Driven Investments boutique, Meeta worked in Old Mutual's Absolute Return Investments team as an Investment Structuring Analyst from August 2007 to June 2011. She started her career at Cadiz African Harvest Asset Management as an Investment Analyst.

    CLOSE
    VIEW
  • Peter-Brooke

    Peter Brooke

    Head of MacroSolutions

    Peter-Brooke

    Peter Brooke

    Head of MacroSolutions

    • MacroSolutions


    BBusSci Finance (Hons)

    Peter joined Old Mutual in May 2005 and has been the Head of MacroSolutions since 2007. He has specific responsibility for the dynamic funds − the higher return funds within the MacroSolutions range. These include institutional funds, such as the Profile Edge 28 Portfolio, and unit trust funds: Old Mutual Maximum Return Fund of Funds and Old Mutual Flexible Fund.

    Having analysed countries and companies, Peter integrates top-down and bottom-up drivers and valuations to create an optimal portfolio. He has won a Raging Bull award for the best risk-adjusted fund in the overall prudential asset allocation category.

    Peter is an award-winning analyst who has extensive experience in the investment arena. Prior to joining Old Mutual, he worked at a stockbroker for 10 years, as an analyst and equity strategist, and was the Head of Research and Head of Equities for Cazenove South Africa.

    CLOSE
    VIEW
  • Sathyen-Mahabeer

    Sathyen Mahabeer

    Chief Operating Officer

    Sathyen-Mahabeer

    Sathyen Mahabeer

    Chief Operating Officer

    • MacroSolutions


    BSc Mathematical Statistics (Hons), FASSA

    Sathyen joined the MacroSolutions boutique in 2010. He is responsible for managing the business operations, product, stakeholder relationships, as well as the marketing and distribution strategy.

    Sathyen joined Old Mutual in 2001. He was previously part of Old Mutual Corporate as Head of Smoothed Bonus Portfolios. In 2006 he was appointed as Old Mutual’s Group Assurance Actuary. In 2008, Sathyen took a position as product actuary at Old Mutual Investment Group where he was responsible for product development across the boutiques. Prior to joining Old Mutual, Sathyen held the position of Associate Director at Alexander Forbes.

    CLOSE
    VIEW
  • Alida-Jordaan

    Alida Jordaan, CFA

    Portfolio Manager

    Alida-Jordaan

    Alida Jordaan, CFA

    Portfolio Manager

    • MacroSolutions


    BMus (Hons) (Cum Laude), MBA (Cum Laude)

    Alida joined MacroSolutions in August 2007. As an equity portfolio manager she is a member of the team responsible for the domestic equity portfolios. The equity managers ensure that MacroSolutions' asset allocation and thematic views are reflected in the equity portfolios.

    Prior to joining MacroSolutions, Alida was a senior portfolio manager at Metropolitan Asset Managers. Here she managed the Metropolitan Industrial Fund, Metropolitan General Equity Fund and the Small Cap Fund, as well as institutional funds. Alida was also the Head of Equity Research at Metropolitan Asset Managers for six years. She started her investment career at Allan Gray in 1994, first as a quantitative analyst and then later an equity analyst.

    CLOSE
    VIEW
  • Arthur-Karas

    Arthur Karas, CFA

    Portfolio Manager

    Arthur-Karas

    Arthur Karas, CFA

    Portfolio Manager

    • MacroSolutions


    BCom

    Arthur joined MacroSolutions as Portfolio Manager in October 2011. Arthur is responsible for the domestic equity portfolios of the dynamic funds, including the Old Mutual Flexible Fund.

    Prior to joining MacroSolutions, Arthur was the Chief Investment Officer at Hermes Asset Management where he was responsible for the investment process and strategy, equity research and portfolio management. Before joining at Hermes, he served as a senior portfolio manager and an equity analyst at various prominent investment houses, including Quaystone Asset Management, Syfrets and BoE.

    CLOSE
    VIEW
  • Denzil-Burger

    Denzil Burger

    Portfolio Manager

    Denzil-Burger

    Denzil Burger

    Portfolio Manager

    • MacroSolutions


    BCom

    Denzil was appointed as portfolio manager for the investment strategy of the OMLAC(SA) portfolios (Life funds) in October 2005. He has been actively involved in asset allocation since the inception of the previous named Old Mutual Asset Management (OMAM) Asset Allocation Group in 2002. He continues to play an active role in the management of MacroSolutions' institutional international portfolios and is specifically responsible for the World Balanced Funds.

    Denzil joined Old Mutual in 1983, and has held a number of different positions in the investment area. His broad experience has given him a wealth of knowledge across a wide range of investment matters, with one of his responsibilities having been the coordination of asset swap activity. Denzil managed the optimised portfolios of the Fairbairn Capital range and the PP Select Life portfolios since inception until September 2005. He has also managed pooled and segregated portfolios for SA and Namibian clients for many years.

    CLOSE
    VIEW
  • Evan-Robins

    Evan Robins, CFA

    Portfolio Manager

    Evan-Robins

    Evan Robins, CFA

    Portfolio Manager

    • MacroSolutions


    BBusSci (Hons), MA (Research Psychology), MBA (Distinction)

    Evan joined MacroSolutions in February 2012 as the property portfolio manager. He manages the institutional and unit trust SA Quoted Property portfolios. Prior to this, Evan was part of Old Mutual Investment Group’s Equity Research team since December 2009. He was responsible for the portfolio management of all the property funds in research, as well as some analyst responsibilities.

    Evan was a rated broker analyst in the property sector at Nedsec for two and a half years. He also headed up the fixed income asset class for six years for BoE Private Clients. Evan was also responsible for listed property portfolios during his time at BoE. Evan also worked at Franklin Templeton NIB Investment and Mawenzi Asset Managers (formerly Brait Asset Managers) as the Head of Fixed Income. In addition, he worked as a management and strategy consultant for four years.

    CLOSE
    VIEW
  • Gary-Davids

    Gary Davids

    Research Analyst

    Gary-Davids

    Gary Davids

    Research Analyst

    • MacroSolutions


    BCom Economics (Hons)

    Gary joined the MacroSolutions team in 2012. He is responsible for collating and validating data, as well as maintaining the accuracy and integrity of the systems employed within MacroSolutions. These systems are integral to the decision-making process in MacroSolutions, and his knowledge of these systems enables him to deliver on his primary responsibility which is to develop ideas that will add value to the investment team.

    Gary first joined Old Mutual Investment Group in 2009 on the Graduate Accelerated programme (GAP), where he rotated within Old Mutual Unit Trusts and thereafter joined Central Distribution as an MI Specialist at the end of 2010.

    CLOSE
    VIEW
  • Graham-Tucker

    Graham Tucker, CFA

    Portfolio Manager

    Graham-Tucker

    Graham Tucker, CFA

    Portfolio Manager

    • MacroSolutions


    BSc Actuarial Science (Hons)

    Graham joined Old Mutual in 2000 and is the portfolio manager of MacroSolutions’ range of balanced funds. Before assuming this responsibility in 2014, he was portfolio manager on a number of aggressive funds, including Edge28. In addition, Graham is the MacroSolutions’ quantitative strategist, risk manager and a member of the asset allocation group. He is quantitatively driven and adds value through his ability to thoroughly test ideas prior to implementation.

    Prior to joining MacroSolutions, Graham was a quantitative analyst in the Quantitative Research Unit (QRU). There he gained experience in the various risk and data systems within Old Mutual Investment Group, and assisted the team leader with the optimisation procedures for the unit's aggressive equity offering.

    CLOSE
    VIEW

CONTACT US

+27 21 509 5022