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This is an actively managed flexible asset allocation solution for moderate aggressive investors with an investment horizon greater than 5 years. The aim is to deliver equity-like returns at lower levels of risk due to it's sound risk management framework. It will typically have a high allocation to growth assets, but will make extensive use of various hedging strategies (such as derivatives) to limit some of the downside risk associated with high equity allocations. The solution diversifies across other asset classes such as equity, property, cash and bonds to protect against potential market downturns.
Name | Title | Since | Until |
---|---|---|---|
Omri Thomas | - | 2019 | Now |
Matthew Auerbach | - | 2014 | 2018 |
Biography | Matthew joined Capricorn Fund Managers (Pty) Ltd in 2005 as a fund manager. On completion of his accounting articles in the financial services division of Ernst and Young, Matthew joined the equity derivatives team at UBS Warburg. He moved to African Merchant Bank where he managed a geared long/short equity market neutral fund. Matthew came tenth in Part 1 of the Qualifying examination and spent a year doing academic articles, prior to joining Ernst and Young. Apart from his coverage of South African themes, companies and relationships, Matthew is primarily responsible for risk management and portfolio construction. | ||
John Bungey | - | 2003 | 2014 |
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