Warren joined the ELECTUS boutique in February 2012. He is the fund manager of the Old Mutual Small Companies Fund (unit trust) as well as having stock analysis responsibilities.
His key value-add to ELECTUS is his in-depth knowledge of, and considerable insight into, the mid- and small cap sectors.
Warren joined Old Mutual Investment Group South Africa (OMIGSA)'s Equity Research team in May 2006 as a research analyst and portfolio manager.
He was named sector head of the mid- and small companies portfolio and the portfolio manager of the Old Mutual Small Companies Fund in September 2009. In addition, he managed a portion of the mid- and small cap component of OMIGSA's institutional funds for six years.
Prior to joining ELECTUS, Warren was a senior analyst and portfolio manager at Nedcor Investment bank for nine years.
Warren has 22 years' work experience in either analyst or portfolio management positions, both in South Africa and in London.
FUND OBJECTIVES AND FOCUS
The fund aims to offer superior returns over the medium to longer term by investing in mid- and small-sized companies falling outside the FTSE/JSE Top 40 Index. The fund invests in established mid- and small-sized companies falling outside the FTSE/JSE Top 40 Index. The fund aims to achieve its performance objectives through superior share selection.