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
(Portfolio Manager, Sanlam Investment Management Managed Funds)
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.
(Chief Executive Officer, Satrix)
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.