Knowledge.
Investment Team
Edo, a lawyer and Chartered Financial Analyst previously worked in the Treasury Department for Investec Bank in South Africa and the UK before moving into investment banking. He co-manages the local and global equity strategies.
Sybrandt, a mechanical engineer and holder of a MBA, has over 25 years’ experience in portfolio management at well-known firms such as Old Mutual and Coronation. He manages Methodical’s Equity Preserver strategies focusing on delivering risk-reduced equity returns.
Charl, qualified CA(SA) and CFA Charterholder has worked at The Ashton Group and Ford Motors as an auditor before moving to RussellStone Group as a currency and commodity dealer. He co-manages the local and global equity strategies.
JP, a Bachelor of Commerce graduate and Chartered Financial Analyst has over 20 years of experience in financial markets. He spent 12 years in London working as a Bond Trader and Fixed Income hedge fund manager before returning to South Africa in 2009. In South Africa JP was deputy head of fixed income at Prescient Investment Management and more recently at Laurium Capital where he was head of fixed income. He is head of fixed income at Methodical managing the various income and bond products within the group.
Ross has over 35 years of domestic and international experience in both financial services and information technology. He started off his career as a Bond and Equity Derivatives trader. Subsequent to that he was head of NinetyOne in the US, having established the business there, and thereafter head of retail at NinetyOne in South Africa. He focuses on overall business strategy and the management of the Methodical businesses.
Claire has over 25 years operations and administrative experience, 13 of those in the Financial Services industry. As Head of Operations she manages the various administrative functions for the business as well as the marketing function.
Etienne holds a BCom in Investment Management and has passed CFA Level I. He began his career in the Private Wealth sector, where he developed a strong passion for asset management. Currently, he serves as an analyst on the Investment Team.
Dorette holds a BCom Honours in Investment Management and a Postgraduate Diploma in Financial Planning and has over 15 years’ experience in the financial services industry. She started her career in wealth management within the banking sector, where she first discovered her dual passion for asset management and building meaningful client relationships. Dorette previously worked at Coronation Fund Managers as an Investment Specialist. In her current role, she leads the distribution strategy, strengthening strategic partnerships and aligning investment capabilities with client needs.