Started at Liberty Asset Management (now Stanlib) as a junior equity analyst in June 1996. He left the company in January 1999. His responsibilities included analysing various industrial shares on the JSE (specialising on the consumer side) and he also worked as an assistant portfolio manager.
Joined Gensec Asset Management (now Sanlam Investment Management) in January 1999 and have been researching industrial shares since. Areas of specialisation include: retail, construction, tobacco, luxury goods, transport and diversified industrials and telecoms.
FUND OBJECTIVES AND FOCUS
The fund seeks capital growth by investing in selected shares in the industrial sector.
This fund is suited for clients requiring larger exposure to industrial shares, with the associated capital growth this sector is able to offer.