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Why the Global Equity Fund |

Any prudent wealth plan should be global in nature.

A global strategy provides investors access to far reaching trends and opportunities, which are changing the world and the way people are interacting with it:

  • Machine learning and artificial intelligence is increasing the efficiencies of factories and cities
  • Social networks are shaping societies’ views of the world continuously and instantaneously
  • Consumerism is fueling innovation at a pace never seen before

A global perspective affords you access to a greater number of higher growth environments than what is achievable, or available, in any one country.

The investment team focuses on identifying the best quality companies from a vast pool of global opportunities. Our South African roots give us an intimate understanding of a local investor’s context and provides our clients convenient access to an experienced team of individuals that is in the client’s own time zone.

The fund’s primary goal is to preserve and grow wealth, by maintaining and actively managing a portfolio of carefully selected companies that meet the team’s value-based investment criteria.

The fund managers remain acutely aware of the overall makeup of the fund at all times to ensure that adequate diversification is maintained across regions and industries, as well as sectors within them. 

| Alphabet

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| Amazon.com

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| Diageo

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| Home Depot

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| Philips

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| Roche

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| Siemens

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| Starbucks

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| Unilever

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| Visa

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To learn more  | Download the Sasfin Global Equity Fund Brochure

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Bruce Ackerman | Fund Manager

B.A. (Hons - Economics), MBA
Years Experience: 42

Bruce spent twenty-four years with Lloyds Bank in London, rising to Chief Investment Officer in the investment management business.
 He returned to SA in 1994 as Chief Investment Strategist and global equity Fund Manager for a well-respected SA asset manager. 

Bradley Mitchell | Fund Manager

B.Sc. (Actuarial Science & Mathematical Statistics) Years Experience: 17

Bradley heads up the Sasfin Wealth investment research team that is responsible for investment strategy, equity analysis and equity portfolio construction.
 He was an actuarial consultant for 5 years at Momentum before spending 6 years as a quantitative strategist for a domestic sell-side broker. 

Riaan Prinsloo | Fund Manager

B.Com. (Hons), CFA Charterholder
Years Experience: 6

Riaan is primarily responsible for fundamental company research, focused on global listed companies across a broad range of sectors, and assisting with the management of the global equity fund. 

Nicholas Dakin | Equity Analyst

B. Bus Sci, M. Com (Fin. Markets)
Years Experience: 2

Nicholas is responsible for fundamental company research, across a broad range of sectors, across South African and global listed companies.

Mike Haworth | Investment Strategist

B. SC. (Eng), MBL
Years Experience: 31

Mike is responsible for investment strategy in the investment research team. His global macro-economic insights form a key foundation in equity portfolio construction. 

Alec Abraham | Senior Equity Analyst

B. Com
Years Experience: 20

Alec is a Senior Equity Analyst in the investment research team.
 He is involved in fundamental company research across a broad range of industries, with particular expertise in retail and healthcare. His experience and insights have proven invaluable in our equity portfolio construction process and in building up the equity analyst team’s overall experience. 

© 2017 Sasfin. All rights reserved. Authorised Financial Services Provider 23833 and Registered Credit Provider NCRCP22

The information contained in this communication is for information purposes only and does not constitute advice in any form, including but not limited to investment, accounting, tax, legal or regulatory advice. Terms, conditions and values contained herein are indicative only and subject to negotiation and change. This material does not constitute an offer, advertisement or solicitation for investment, financial or banking services. The material has no regard to the specific investment objectives, financial situation or particular needs of any specific person. The material is based upon information considered reliable, but the parties do not represent that it is accurate or complete or that it can be relied upon as such. All illustrations, forecasts or hypothetical data are for illustrative purposes only and are not guaranteed. The parties accept no liability whatsoever, whether direct, indirect or consequential for any loss or damage of any kind arising out of the use of all or any part of this material and any reader or prospective investor is urged to be aware of all the risks involved in dealing with any financial product and the need to specifically consult with a professional adviser before making any decision or taking any action.

Disclaimer

Why Global |

Why Sasfin Wealth |

Global Companies |

Investment Team |

The world is not flat,

stop investing like it is.

THE WORLD IS NOT FLAT

stop investing like it is.

| Alphabet

Read More

| Amazon.com

Read More

| Diageo

Read More

| Home Depot

Read More

| Philips

Read More

| Roche

Read More

| Siemens

Read More

| Starbucks

Read More

| Unilever

Read More

| Visa

Read More

Global Companies |

Bruce Ackerman |
Fund Manager

B.A. (Hons - Economics), MBA
Years Experience: 42

Bruce spent twenty-four years with Lloyds Bank in London, rising to Chief Investment Officer in the investment management business.
 He returned to SA in 1994 as Chief Investment Strategist and global equity Fund Manager for a well-respected SA asset manager. 

Bradley Mitchell |
Fund Manager

B.Sc. (Actuary Science & Stats) Years Experience: 17

Bradley heads up the Sasfin Wealth investment research team that is responsible for investment strategy, equity analysis and equity portfolio construction.
 He was an actuarial consultant for 5 years at Momentum before spending 6 years as a quantitative strategist for a domestic sell-side broker. 

Riaan Prinsloo |
Fund Manager

B.Com. (Hons), CFA Charterholder
Years Experience: 6

Riaan is primarily responsible for fundamental company research, focused on global listed companies across a broad range of sectors, and assisting with the management of the global equity fund. 

Nicholas Dakin |
Equity Analyst

B. Bus Sci, M. Com (Fin. Markets)
Years Experience: 2

Nicholas is responsible for fundamental company research, across a broad range of sectors, across South African and global listed companies.

Mike Haworth |
Investment Strategist

B. SC. (Eng), MBL
Years Experience: 31

Mike is responsible for investment strategy in the investment research team. His global macro-economic insights form a key foundation in equity portfolio construction. 

Alec Abraham |
Senior Equity Analyst

B. Com
Years Experience: 20

Alec is a Senior Equity Analyst in the investment research team.
 He is involved in fundamental company research across a broad range of industries, with particular expertise in retail and healthcare. His experience and insights have proven invaluable in our equity portfolio construction process and in building up the equity analyst team’s overall experience. 

Investment Team |

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Investment Managers Report  | April 2018

Additional Video Content |

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Investment case for the Sasfin Global Equity Fund

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Investment case for the Sasfin Global Equity Feeder Fund

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Offshore panel discussion

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Insights in to the Sasfin Global Equity Fund

Diageo - 2018 Special Releases

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