Jonathan joined the Old Mutual Equities boutique in April 2011 as a Portfolio Manager.
His broad research background (three years in Private Equity and three years in Listed Equity Research) provides a strong fundamental input into the decision-making process. His experience across sectors is supported by a solid technical ability.
Jonathan worked as an equity analyst in the Equity Research boutique and was responsible for companies in the telecommunication, healthcare, food, fishing and packaging sectors of the JSE. He also managed the Global Technology Unit Trust Fund.
Prior to that he worked in Private Equity as an analyst upon joining Old Mutual Investment Group in 2004. His responsibilities included evaluating, research, analysis and structuring of both listed and unlisted investments.
Before that he spent three years in London with Credit Suisse, firstly in audit and then as a business analyst in the hedge fund cluster. He served articles at Grant Thornton, Cape Town.
FUND OBJECTIVES AND FOCUS
The fund aims to offer superior returns over the medium to longer term. It invests in shares across all sectors of the stock market, focusing predominantly on the Top 100 blue chip shares. The fund invests in both growth and value companies. The fund aims to achieve its performance objectives through well-researched and superior share selection. The structure of the fund is derived from OMAM's disciplined and research-based process.
The fund is for investors who require a broad exposure to the South African stock market. It is the ideal foundation to a diversified, balanced portfolio.
This is a moderately aggressive risk fund (risk rating 4). The fund is exposed to share price movements, which are affected by the performance of individual companies, general market conditions as well as political and economic changes. Risk is reduced through a diversified portfolio of shares across most sectors of the JSE. Poor performance of one asset or sector may be offset by stronger performance of other assets or sectors.