Warren van der Westhuizen, CFA, BCom (Hons in Financial Analysis - Portfolio Management), BCom (Economics)
Warren is a portfolio manager and a member of MacroSolutions equity portfolio team. In addition to this, he is responsible for analysing the boutique s internal systems to source investment ideas. He also undertakes research and analysis on behalf of the equity team.
He was a performance analyst at Old Mutual Investment Group for approximately three years, prior to joining the boutique in 2005.
Graham Tucker, BSc (Hons in Actuarial Science), CFA
Graham joined Old Mutual in 2000 and is the portfolio manager of MacroSolutions' range of balanced funds. Before assuming this responsibility in 2014, he was portfolio manager on a number of aggressive funds, including Edge28.
In addition, Graham is MacroSolutions' quantitative strategist, risk manager and a member of the asset allocation group. He is quantitatively driven and adds value through his ability to thoroughly test ideas prior to implementation.
Prior to joining MacroSolutions, Graham was a quantitative analyst in the Quantitative Research Unit (QRU). There he gained experience in the various risk and data systems within Old Mutual Investment Group, and assisted the team leader with the optimisation procedures for the unit's aggressive equity offering.
FUND OBJECTIVES AND FOCUS
This fund aims to achieve long-term inflation-beating growth. The fund has a growth asset bias and will invest more heavily in shares. The portfolio manager actively allocates to other asset classes to take advantage of changing market conditions and to manage the fund's volatility. This fund is suitable for investors wanting moderate to high long-term growth, with less volatility in the short term than pure equity. It is suitable as a standalone retirement investment.
The fund is exposed to all sectors of the market (shares, bonds - property) and may invest up to 25% of its portfolio offshore in line with Treasury guidelines. Derivatives may be used for risk management purposes.
The fund complies with retirement fund legislation. It is therefore suitable as a stand-alone fund in retirement products where Regulation 28 compliance is specifically required.