The Team

• 

  Richard Hasson

  Joint Boutique Head

  Current Responsibility

  Richard is responsible for jointly managing the ELECTUS boutique and funds with Neil Brown. Richard became co-manager of the boutique and these long only equity funds, with full accountability, in August 2006. Richard has also co-managed equity hedge funds with Neil since November 2005 and 130/30 funds since May 2008.

  The retail offerings within the ELECTUS boutique include Old Mutual Top Companies Fund, which Richard has jointly managed with Neil since August 2006 and the Old Mutual Growth Fund, which Richard has managed since April 2002.

  With 14 years investment experience, Richard has an ability to analyse and understand company financial statements in detail and uncover key trends that lie behind these numbers. Having spent the early part of his career in the small cap sector, Richard has an in-depth understanding of this sector in the market which is typically under researched.

  Previous Experience

  Richard joined OMIGSA in June 1997 after completing his auditing articles. He started out as a small cap equity analyst and in December 1998 he became the Small Cap Sector Head.

  In April 2002, he took over management of the Old Mutual Growth Fund (unit trust) which he continues to manage.

  In June 2004 he moved from the small cap sector to the financial sector and became Head of Financial Sector and portfolio manager of the award winning (S&P and Raging Bull) Old Mutual Financial Fund (unit trust).

  

• 

  Neil Brown

  Joint Boutique Head

  Current Responsibility

  Neil is jointly responsible for managing the ELECTUS boutique and funds with Richard Hasson. Neil became co-manager of the boutique and these long only equity funds, with full accountability, in August 2006. Neil has also co-managed equity hedge funds with Richard since November 2005.

  The core retail offering within ELECTUS is the Old Mutual Top Companies Fund, jointly managed by Neil with Richard since August 2006, while Neil has managed the Nedgroup Investments Growth Unit Trust Fund since April 2001.

  With 18 years of investment experience and an MBA in Finance, Neil has an ability to understand the strategic and financial business plans employed by companies. Having spent eight of these years as a small and mid-cap sector specialist, Neil has an in-depth understanding of this sector in the market which is typically under researched.

  Previous Experience

  Neil joined OMIGSA in June 2004 as a Senior Portfolio Manager and Small Cap Sector Head and portfolio manager for these institutional and retail funds.

  Neil has been an institutional analyst and fund manager, managing both pension funds and unit trusts, but primarily focusing on the mid and small cap sectors of the JSE. He has managed two unit trusts, the NIB Emerging Companies Fund (now named Nedgroup investments Entrepreneur Fund) since its inception in 1997, until June 2004, and the NIB Growth Fund (now named Nedgroup Investments Growth Fund) since April 2001 to date.

  From April 2003, until its closure in June 2004, he worked for Quaystone (previously BOE Asset Management), before joining OMAM in June 2004. From 1996, until its closure in April 2003, Neil worked for Syfrets Managed Assets and its successors, NIB & Franklin Templeton NIB. From 1992 to end 1995, he worked for Syfrets Private Bank, managing segregated private client portfolios.

  

• 

  Feroz Basa

  Portfolio Manager

  Current Responsibility

  Feroz joined the ELECTUS boutique in February 2012. He is the fund manager of the Old Mutual Value Equity Fund and Old Mutual High Yield Opportunity Fund. In addition to portfolio management duties, he has stock analysis responsibilities.

  Previous Experience

  While completing his studies, Feroz joined at Old Mutual Unit Trusts in 1998. In 2004, he moved to Old Mutual Investment Group South Africa (OMIGSA) as a trainee analyst. With a passion for investments, together with his flair for numbers he excelled in both private and listed equities and became an equity analyst responsible for the building and construction, electronics and diversified transport companies.

  In 2007, Feroz became a portfolio manager in the Old Mutual Value Equity Investments boutique, and assisted in implementing a philosophy and process for the Old Mutual High Yield Opportunity Fund, which at the time was last in its category. Since then, the fund has generated performance in the top quartile of the general equity unit trust category over three years.

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

  

• 

  Anwaar Wagner

  Portfolio Manager

  Current Responsibility

  Anwaar joined the ELECTUS team in January 2011. His extensive experience in the resource sector complements boutique heads, Richard Hasson and Neil Brown’s local market experience.

  Anwaar spends the majority of his time analysing key components of global emerging markets, and the balance providing his team with quality input on the South African resource sector (being the largest equity sector within our market).

  With his strong company analytical skills and excellent fund management track record, Anwaar is the ideal complement to the ELECTUS investment team.

  Previous Experience

  Anwaar joined OMIGSA in December 2004. As Head of Resources Sector Research for OMIGSA’s Equity Research boutique, he was responsible for the diversified mining companies and non-mining companies, such as steel, forestry and paper. He was also fund manager of the Old Mutual Mining and Resources Fund. Under his management this unit trust won numerous industry awards for performance.

  Before joining OMIGSA, Anwaar spent five years with Metropolitan Asset Management, where he worked as a dealer, quantitative analyst, and resources equity analyst and portfolio manager. Before that he worked for Oasis in various positions.

  Anwaar has 14 years investment experience.

  

• 

  Russell Bodill

  Account Executive

  Current Responsibility

  ELECTUS is absolutely committed to delivering on performance and offering their clients top quality service. Russell is the custodian of client relationships and ensures that ELECTUS clients receive the professional service they deserve. Russell joined the ELECTUS boutique in January 2009 and is tasked with building relationships and managing all communication between ELECTUS and their clients.

  Previous Experience

  Prior to joining ELECTUS, Russell worked at SEI Investments, where he was Head of Business Development: Africa. He was director and head of asset manager services at RisCura. He gained previous asset management experience at BoE Asset Management where he was a portfolio construction specialist and quantitative analyst. He also gained investment consulting experience at Alexander Forbes Asset Consultants and Fifth Quadrant Actuaries and Consultants. He has 14 years investment experience.

  

• 

  Siboniso Nxumalo

  Equity Analyst

  Qualifications

  BCom Hons (UCT)

  Current Responsibility

  Siboniso joined the ELECTUS boutique as an analyst in February 2012. He is responsible for analysing companies in the financial sector.

  Previous Experience

  Siboniso joined Old Mutual Investment Group South Africa (OMIGSA) in February 2007 as an analyst. He was responsible for analysing shares predominantly in the construction and electronics sector.

  In 2011, he was appointed to head up the financials & property team and assumed responsibility for bank & other financials analysis besides insurance.

  Prior to joining OMIGSA, he was a TOPP trainee accountant at Old Mutual for three years.

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

  

• 

  Warren Jervis

  Portfolio Manager

  Qualifications

  BCom: Economics (Hons)

  Current Responsibility

  Warren joined the ELECTUS boutique in February 2012. He is the fund manager of the Old Mutual Small Companies Fund (unit trust) as well as having stock analysis responsibilities.

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

  Previous Experience

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

  He was named 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 OMIGSA’s institutional funds for six years.

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

  Warren has 22 years’ work experience in either analyst or portfolio management positions, both in South Africa and in London.

  

• 

  Sharief Pansarey

  Equity Analyst

  Current Responsibility

  Sharief joined the ELECTUS boutique as an analyst in February 2012. His responsibilities include analysing large listed resources companies worldwide as well as broad market analysis. He is also responsible for preparing and delivering formal presentations to internal and external clients.

  Previous Experience

  Sharief joined Old Mutual Investment Group South Africa (OMIGSA) in July 2008 as an equity analyst. As a member of the Equity Research team, he is responsible for valuing and researching resources companies. His current responsibilities include, research and analysis of the larger listed resources companies listed on the JSE.

  Prior to joining OMIGSA, Sharief was an 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 six years work experience in equity research.

  

• 

  Gregory Cort

  Equity Analyst

  Qualifications

  BBusSc (Hons), CFA Charterholder

  Current Responsibility

  Greg joined the ELECTUS team in February 2012. He is currently responsible for analysing stocks in the TMT and food producer sectors.

  Greg is an innovative thinker who actively seeks ways of breaking new ground. His thorough approach often brings new insight into a company or industry. He also has a wide range of interests and is a team player.

  Previous Experience

  Greg joined Old Mutual Investment Group South Africa (OMIGSA) in June 2005, initially working on various projects.

  In April 2006, he transferred to Equity Research where he covered shares within the listed property, IT, chemicals, food producer and telecommunications sectors.

  Prior to joining Old Mutual, Greg had wide-ranging responsibilities at Regarding Capital Management. Before that, he worked on various projects at African Alliance in Johannesburg.

  Greg has six years of work experience in the asset management industry.

  

• 

  Gustav Schulenburg

  Equity Analyst

  Qualifications

  BCom, MBA: Investments

  Current Responsibility

  Gustav joined the ELECTUS boutique in February 2012. He is an equity analyst covering the construction and transport sectors on the JSE.

  Gustav brings a fresh view on equity analysis, given his knowledge of markets and successful experience in analysing and managing private client equities.

  Previous Experience

  Gustav joined OMIGSA in 2008 as markets analyst within the Investment Research and Reporting team, and was appointed as equity analyst in the Equity Research boutique in June 2011.

  Prior to 2008, Gustav worked as an associate at JP Morgan Worldwide Securities Services in their performance team.

  Gustav has five years of work experience in the asset management industry.