At the heart of Smart Invest, you’ll find a group of driven individuals with a wide range of skills and a wealth of experience. Learn a bit more about them here.
A team with tenure. The Sanlam Investment Management process is driven by an experienced team, with a client-centric capability. Our investment process revolves around our clients’ expectations of long term consistent outperformance. On average, our teams have been with the company for 10 years and spent 17 years in the industry.
Here’s a snapshot of the intel leading the teams:
9 years with the company, 17 years in the industry
BSc(Econ), Hons, MSc (Econ), CA (UK), MBA, Leadership
development programme with Gilbs
8 years with the company, 21 years in the industry
BComm (Financial Analysis & Portfolio Management), Hons, BSc Eng (Mechanical)
16 years in the industry
MEng, PhD(Eng), CFA
8 years with the company, 14 years in the industry
She is highly experienced in a wealth of investment areas. She's been a Resources Analyst, Asset Manager, Portfolio Manager and Head of Resources/Mining, among other equally impressive things. She also completed an MBA in 1997, taking top honours in Investments and Portfolio Management, Human Resources and Advanced Industrial Relations. But, before all of that, Natasha was a scientist. She has a BSc in chemistry and spent time working in the Engineering Faculty at the University of KwaZulu-Natal. Yes, engineering! Over and above managing the Sanlam Investment Management Managed Funds, Natasha is the Head of Absolute Return.
With a CFA and multiple degrees in Maths and Applied Maths, Helena clearly knows numbers. She started in a small start-up investment team, cut her teeth as a statistical research officer at Sanlam Life and also worked on the creation of Sanlam’s linked-product company, now known as Glacier. Since rejoining Sanlam Investment Management in 2000, Helena has built up a smart-thinking team that manages the largest equity portfolio of exchange traded funds (ETFs) in South Africa. They also have more than R30 billion in assets under management. That's quite a number.
Jason joined SMMI in 2007 initially taking on the role as an Investment Analyst; he subsequently turned his focus to portfolio construction and risk within the team. Having started his career at Glacier in 2001, he fulfilled the roles of Client Services Consultant, Fund Analyst and Product Manager (Product Development). He initially joined Satrix as a Portfolio Manager in 2014, focussing on the institutional market while assisting in adding to our quantitative research capability and has now recently assumed the role of Chief Investment Officer. Jason holds a Commerce degree from UCT, a Higher Certificate in Financial Markets and Instruments (cum laude) and is a Certified FRM (Financial Risk Manager) with the Global Association of Risk Professionals (GARP).