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  • Welcome


    The Investec Investment Managers Forum offers the opportunity to engage directly with senior members of our globally-integrated investment team.

    With concerns about global growth taking centre stage and the rise of populism, markets have been in turmoil. Central banks have even resorted to negative interest rates to stimulate growth, leaving investors in a difficult position. And in South Africa, investors face their own wall of worry, which includes the ailing economy, a vulnerable rand and the spectre of continued downgrading of our foreign-denominated sovereign debt.

  • Viewpoints

    Viewpoints & Presentations


    Flavour of the month, or solid investment?

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    South African equities continue to be range bound, why should clients still hold equities?

    Taking Stock Autumn 2017

    Taking Stock

    Read the latest views from our investment specialists. In turbulent times, experience is key.

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    Viewpoints & Presentations 2016


    An overview of the Investec Asset Management business.

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    Investment Styles

    Benefitting from different investment styles.

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    Global Multi-Asset

    How supportive is the current environment for risk?


    Highlighting the importance of ‘return on invested capital’.

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    The drivers of rand performance and opportunities in the equity market.

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    Fixed Income

    Managing the political uncertainties and risks in our fixed income portfolios.

  • Core Fund solutions

    Core Fund solutions


    Investec Diversified Income Fund

    A complete, flexible fixed income solution with exposure to SA and foreign assets (maximum 30% foreign).

    Investec Cautious Managed Fund

    A conservative balanced fund for cautious investors (maximum 40% equity, 30% foreign).

    Investec Opportunity Fund

    A balanced fund which aims to deliver consistent inflation-beating returns over time (maximum 75% equity, 30% foreign).

    Investec Equity Fund

    An equity only fund for investors seeking capital growth over the long term (maximum 30% foreign).

    Investec Worldwide Flexible Fund

    The Investec Worldwide Flexible Fund may be ideal for South African investors seeking maximum flexibility and offshore opportunities. It is an unconstrained balanced fund, aiming to find the best investment ideas regardless of geography or asset class.

    Investec Global Multi-Asset Income Fund (USD)

    A multi-asset fund investing around the world in bonds, shares of companies and related derivatives. Normally the Fund will invest no more than 40% of its value in the shares of companies*Also available as a rand feeder fund.

    Investec Global Strategic Managed Fund (USD/GBP)

    A multi-asset fund which aims to provide long-term total returns through investment in a diversified and actively managed portfolio. Maximum equity exposure of 75%. Also available as a rand feeder fund.

    Investec Global Franchise Fund (USD/GBP)

    The Fund will focus on stocks deemed to be of high quality which are typically associated with global brands or franchises. Also available as a rand feeder fund.


    *This is an internal parameter which is subject to change without prior notification.

  • Agenda & speakers



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    Speaker profiles

    Sangeeth Sewnath - Deputy Managing Director

    Joined the firm in 2000
    Joined the industry in 1998

    Sangeeth is the deputy managing director of the Africa Client Group and has been with Investec Asset Management since 2000. He is responsible for the strategic direction of the business and several of our key client relationships.

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    Prior to this role, Sangeeth was the Global Head of Product Development and worked collaboratively with the investment and business development teams in order to develop and enhance the various investment capabilities offered to advisor and institutional investors.

    Sangeeth is an actuary by profession and an alumnus of Harvard Business School’s leadership development programme.

    Jeremy Gardiner

    Joined the firm in 1992
    Joined the industry in 1990

    Jeremy is a regular voice in the media, at conferences and to the investment-related world at large, responsible for commenting on current affairs, economics and investment markets.

    In his position, Jeremy is inundated with information from the world’s top analysts, on everything from politics to petrol. Jeremy’s challenge is consolidating all this information and bringing it to you in an understandable format that you will find interesting and informative.

    Read more

    With the company since 1992, Jeremy has been with the firm for 25 years, during which the business grew from a small Cape Town Asset Management firm to a significant global business managing clients assets in excess of R1.6 trillion*.

    Jeremy also served on the board of Western Province / Stormers rugby from 2003 to 2005, a period in which their performance was particularly poor!

    Although he studied accounting at the University of Cape Town and Economics at the University of Witwatersrand, Jeremy is neither an accountant nor an economist, but uses these skills to demystify what the accountants and economists are saying.

    *As at end 31 March 2017

    Hanré Rossouw - Portfolio Manager

    Joined the firm in 2013
    Joined the industry in 1998

    Hanré is a portfolio manager within the Commodities & Resources team covering precious metals and frontier and emerging market resources. Prior to joining the firm in 2013, he was the Chief Financial Officer of Xstrata Alloys overseeing Xstrata plc’s chrome and platinum interests in South Africa. He joined Xstrata in 2004, and also held other senior roles in Strategy, M&A and Investor Relations in London as part of the core team that built Xstrata into a global diversified mining company, subsequently acquired by Glencore for $30bn in 2013.

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    His mining career started as graduate engineer at Anglo American plc (with experience at AngloGold and AngloCoal) and later also worked for De Beers and Accenture.

    Hanré graduated from Oxford University with a Master’s degree in Business Administration. He has also holds a Bachelor of Engineering degree in Chemical Engineering and a Bachelor of Commerce (Hons.) degree in Economics.

    Hannes van den Berg - Portfolio Manager

    Joined the firm in 2017
    Joined the industry in 2004

    Hannes is a portfolio manager responsible for the SA Equity & Multi-Asset strategies in Investec Asset Management’s 4Factor Equity team. His focus is on the General Equity and Balanced strategies and equity hedge funds.

    Read more

    Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk. Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers.

    Hannes holds a Bachelor of Accounting Honours as well Bachelor of Accounting Masters degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA Charterholder.

    John Biccard - Portfolio Manager

    Joined the firm in 2000
    Joined the industry in 1990

    John is a portfolio manager at Investec Asset Management with responsibility for our Value Equity Strategy. He joined the firm in 2000 as the sector head of Industrials, a position he held until early 2003.

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    Prior to Investec Asset Management, John worked at HSBC Asset Management as a director of Institutional Asset Management for two years and prior to that, at Simpson McKie Stockbrokers (now HSBC Securities) as the head of financial and industrial research. He was also a director of the company. From 1990 to 1996, John was an analyst in the retail, construction, furniture, motor, media and general industrial sectors, and was ranked in the Financial Mail rankings between 1991 and 1996 in most of these sectors, achieving the top ranking in retail in 1994.

    John graduated from the University of the Witwatersrand with a Bachelor of Commerce degree in Economics and obtained his Honours through the University of South Africa. He is a CFA Charterholder.

    Neil Stuart-Findlay- Portfolio Manager

    Joined the firm in 2001
    Joined the industry in 1999

    Neil is a portfolio manager within Investec Asset Management’s SA Equities & Multi-Asset team, where his focus is on listed property. Neil commenced listed real estate portfolio management and analysis upon transferring to the investment team in February 2004.

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    Prior to joining the firm, Neil worked in London at Coutts Private Bank and Deutsche Asset Management. He graduated from the University of Cape Town with a Bachelor of Business Science (Hons.) degree in Accounting and Finance. Neil is a CFA Charterholder.

    Peter Kent- Co-Head of SA & Africa Fixed Income

    Joined the firm in 2012
    Joined the industry in 2000

    Peter is a co-head of SA & Africa Fixed Income and is a portfolio manager in the South African Rates team at Investec Asset Management. He has responsibility for a range of fixed income portfolios, including the Flexible Bond and Diversified Income strategies, complementing the team with his global macro experience.

    Read more

    Prior to joining Investec Asset Management, he spent eight years as an interest rate derivative trader at Goldman Sachs in London, with responsibility for managing European swap flow and prop books.
    Peter holds a Bachelor of Commerce (Hons.) from the University of Cape Town, and a Master of Science degree in Finance from the London Business School. He is also a Chartered Accountant (SA) and a CFA Charterholder.

    Rob Forsyth - Head of Research

    Joined the firm in 1995
    Joined the industry in 1995

    Rob is head of research for the Quality team and is responsible for design and implementation of the research process. Prior to this, he was head of the industrial, consumer and technology sector in our Frontier & Emerging Markets team, a position he assumed in 2003. Rob was previously a sector equity portfolio manager, whose responsibilities included the Momentum Industrial Fund (Unit Trust) and a building block of the SYmmETRY range called the Old Mutual Industrial and Consumer Fund. In addition, Rob managed the Investec Growth Fund unit trust for two years to 2001 and the Investec Global Consumer Fund for close to two years, after its launch in 1996.

    Read more

    Rob joined Investec Asset Management in 1995 as an investment analyst. He has spent more than 15 years analysing global consumer branded companies. He graduated from the University of Cape Town with a Bachelor of Business Science degree in Finance.

    Siobhan Simpson - Sales Manager

    3 years with the firm
    6 years of industry experience

    Siobhan is a sales manager with Investec Asset Management’s retail sales team. She joined the company in March 2011 from Augustus Asset Management, London, where she spent two years as a business development and marketing associate. Previously she spent a year as a junior school teacher.

    Read more

    Siobhan holds a Bachelor of Business Science (Honours) degree in Finance from the University of Cape Town and a Post Graduate Certificate in Education. In 2010, Siobhan obtained her MBA from the University of Cape Town.

    Guest speakers

    Lawson Naidoo - Executive Secretary, Council for the Advancement of the South African Constitution

    Lawson Naidoo is the Executive Secretary of the Council for the Advancement of the South African Constitution (CASAC), an organisation committed to the principles of progressive constitutionalism, democracy and the rule of law.

    CASAC and Lawson played a key role in the establishment of the Save South Africa campaign.

    He is a Partner at The Paternoster Group: African Political Insight, a political risk consultancy founded in 2015.

    Read more

    He is also a trustee of the Canon Collins Educational & Legal Assistance Trust, an NGO that focuses on providing scholarships to tertiary students, and the promotion of human rights in southern Africa. Lawson has served on the Board of Trustees of Momentum Health since 2005 and served as the Chairman of the Scheme’s Governance and Remuneration Committee since 2008.

    He spent many years in political exile in the UK, and worked at the ANC Mission in London from 1987 to 1992, serving, inter alia, as a Spokesman for the ANC.

    He holds an LL.B from the University of Southampton, and LL.M from the University of Cambridge.

    Richard Garland - Managing Director, Global Advisor Business

    Joined the firm in 2006
    Joined the industry in 1986

    Richard is based in New York and joined Investec Asset Management in 2006. He is a Managing Director and oversees Investec Asset Management’s Global Advisor business. He is also head of Global Financial Institutions Group and is responsible for our business in South America and our North American Advisor business.

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    Richard originally joined the firm in 2006 as managing director to head the Americas region. He subsequently headed up our business in Europe and then became responsible for our institutional and advisor business in North and South America; and then finally oversaw our fund distribution business in Asia Pacific. Prior to this Richard was CEO of Janus International and was responsible for their business outside the US. He was also senior vice president at J&W Seligman in New York. Before moving to the US in 1994 Richard was based in London and was the international marketing director for Henderson Global Investors, and prior to this worked at Morgan Grenfell Investment Management and Hambros Investment Management. He graduated from the University of Leeds in 1984 with a joint honours degree in English and German.

  • Venue



    Investec office
    5 Richefond Circle
    Ridgeside Office Park